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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
526
Archer Investment Corporation
Indiana
$797K – – –
KRSITF
527
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$789K – – –
CCM
528
Coldstream Capital Management
Washington
$787K +$38.6K +388 +5%
HNB
529
Huntington National Bank
Ohio
$768K +$117K +1,172 +18%
MOS
530
MGO One Seven
Ohio
$767K +$33.9K +341 +5%
PFS
531
Prospera Financial Services
Texas
$766K -$13.4K -135 -2%
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
$765K -$15.8K -159 -2%
MC
533
Mathes Company
New York
$756K -$14.9K -150 -2%
PCM
534
Princeton Capital Management
New Jersey
$756K – – –
AWA
535
Arkadios Wealth Advisors
Georgia
$754K -$36K -362 -5%
GS
536
GTS Securities
Florida
$749K +$419K +4,211 +135%
LFG
537
Larson Financial Group
Missouri
$745K +$531K +5,338 +273%
CF
538
Centaurus Financial
California
$727K -$9.95K -100 -1%
TGAM
539
TBH Global Asset Management
Tennessee
$722K -$4.78K -48 -0.7%
BCA
540
Bay Colony Advisors
Massachusetts
$715K -$696 -7 -0.1%
FG
541
Fiduciary Group
Georgia
$715K – – –
CCA
542
Checchi Capital Advisers
California
$713K +$46.5K +467 +7%
BPWM
543
Badgley Phelps Wealth Managers
Washington
$707K -$16.8K -169 -2%
PCIA
544
Prime Capital Investment Advisors
Kansas
$706K +$39.4K +396 +6%
AWM
545
Avior Wealth Management
Nebraska
$704K +$685K +6,889 New
ECM
546
Evergreen Capital Management
Washington
$702K +$103K +1,035 +18%
IWM
547
IHT Wealth Management
Illinois
$702K -$941K -9,461 -58%
HAG
548
HighPoint Advisor Group
Illinois
$693K -$1.55M -15,613 -70%
FPAS
549
Focus Partners Advisor Solutions
Missouri
$686K +$668K +6,716 New
GI
550
GAMMA Investing
California
$676K +$208K +2,091 +46%
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