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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
FI
526
FJ Investments
Utah
$468K +$420K +6,692 New
FDS
527
First Dallas Securities
Texas
$464K +$416K +6,625 New
VSQM
528
V-Square Quantitative Management
Illinois
$463K +$81.2K +1,295 +24%
CCM
529
Coldstream Capital Management
Washington
$460K -$502 -8 -0.1%
DA
530
DCM Advisors
New York
$456K -$16.8K -268 -4%
AGA
531
Accuvest Global Advisors
Utah
$453K – – –
SSWM
532
Sheets Smith Wealth Management
North Carolina
$452K -$15.4K -245 -4%
FHA
533
Flagship Harbor Advisors
Massachusetts
$447K -$18.1K -289 -4%
EWM
534
Empirical Wealth Management
Washington
$446K +$48.4K +771 +14%
ECM
535
Estabrook Capital Management
New York
$446K -$16.1K -256 -4%
FFO
536
Fiduciary Family Office
Florida
$441K +$395K +6,303 New
ESB
537
Essex Savings Bank
Connecticut
$440K -$15.7K -250 -4%
Fayez Sarofim & Co
538
Fayez Sarofim & Co
Texas
$440K -$232K -3,697 -37%
GKWIM
539
Gerber Kawasaki Wealth & Investment Management
California
$440K – – –
DI
540
DFPG Investments
Utah
$435K -$1K -16 -0.2%
AP
541
Advisors Preferred
Maryland
$434K -$212K -3,377 -35%
GSIAS
542
Garden State Investment Advisory Services
New Jersey
$434K +$63 +1 +0%
AAM
543
Augustine Asset Management
Florida
$432K -$65.3K -1,041 -14%
HH
544
Hilltop Holdings
Texas
$431K -$2.07K -33 -0.5%
HWM
545
HB Wealth Management
Georgia
$425K -$21.5K -342 -5%
TPW
546
Transatlantique Private Wealth
New York
$420K – – –
ZIMP
547
Zimmermann Investment Management & Planning
Pennsylvania
$420K +$376K +6,000 New
MRCM
548
M&R Capital Management
New Jersey
$417K +$26.3K +419 +8%
FMP
549
Financial Management Professionals
Texas
$416K +$39K +621 +12%
SCM
550
Stevens Capital Management
Pennsylvania
$413K +$370K +5,903 New