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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
526
Herold Advisors
New York
$920K +$117 +1 +0%
VI
527
Versor Investments
New York
$915K +$1.02M +8,707 New
FFO
528
Fortitude Family Office
Arizona
$914K +$17.3K +147 +2%
ACA
529
Atlas Capital Advisors
Wyoming
$913K +$19K +162 +2%
JWCA
530
J.W. Cole Advisors
Florida
$912K -$104K -887 -9%
FIA
531
Foundations Investment Advisors
Arizona
$905K -$139K -1,180 -12%
WIA
532
World Investment Advisors
California
$897K +$455K +3,870 +83%
AC
533
Allstate Corporation
Illinois
$895K +$1M +8,513 New
FFAS
534
FIG Financial Advisory Services
Oklahoma
$894K +$999K +8,502 New
BC
535
Bridgefront Capital
Texas
$877K +$980K +8,340 New
SFA
536
Sequoia Financial Advisors
Ohio
$872K +$76K +647 +8%
CIAS
537
Capital Investment Advisory Services
North Carolina
$871K -$20.2K -172 -2%
AP
538
Atwood & Palmer
Missouri
$867K – – –
RSF
539
Rik Saylor Financial
Ohio
$863K +$965K +8,212 New
AUB
540
Atlantic Union Bankshares
Virginia
$859K – – –
IAN
541
Integrated Advisors Network
Texas
$858K +$4.35K +37 +0.5%
MC
542
Mathes Company
New York
$856K – – –
HBT
543
Heartland Bank & Trust
Illinois
$855K -$31.4K -267 -3%
B
544
Bailard
California
$847K – – –
CCA
545
Checchi Capital Advisers
California
$844K -$36.4K -310 -4%
WS
546
Wedbush Securities
California
$844K +$22.6K +192 +2%
RCM
547
RNC Capital Management
California
$841K +$940K +8,001 New
EH
548
Equitable Holdings
New York
$837K +$3.17K +27 +0.3%
BCA
549
Bay Colony Advisors
Massachusetts
$836K -$172K -1,465 -16%
IWA
550
IBEX Wealth Advisors
New Jersey
$831K +$929K +7,908 New
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