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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
551
BTC Capital Management
Iowa
$304K -$170K -3,101 -37%
SEP
552
Southland Equity Partners
Missouri
$304K -$49.8K -910 -15%
CB
553
Cadence Bank
Mississippi
$302K +$291K +5,318 New
IGAM
554
iA Global Asset Management
Quebec, Canada
$302K +$291K +5,312 New
MRCM
555
M&R Capital Management
New Jersey
$299K +$18.2K +332 +7%
GFG
556
Goldstone Financial Group
Illinois
$297K +$11.8K +215 +4%
DT
557
Diversified Trust
Tennessee
$296K +$285K +5,210 New
AFG
558
Atomi Financial Group
New York
$295K – – –
TYCC
559
Texas Yale Capital Corp
Florida
$295K – – –
PFA
560
Pinnacle Family Advisors
Missouri
$295K +$1.53K +28 +0.5%
DWM
561
Destination Wealth Management
California
$292K +$51.5K +941 +22%
CIM
562
Cambria Investment Management
California
$290K +$280K +5,111 New
HWM
563
HB Wealth Management
Georgia
$286K -$16.4K -300 -6%
PWP
564
Perfromance Wealth Partners
Illinois
$285K – – –
WWG
565
West Wealth Group
California
$284K – – –
PI
566
PineBridge Investments
New York
$284K +$273K +4,996 New
AMBIA
567
Allen Mooney & Barnes Investment Advisors
Georgia
$284K -$27.4K -500 -9%
RWPA
568
Richard W. Paul & Associates
Michigan
$284K -$1.48K -27 -0.5%
ESB
569
Essex Savings Bank
Connecticut
$283K -$10.1K -185 -4%
DWA
570
Dorsey Wright & Associates
California
$283K -$876 -16 -0.3%
MAG
571
MRA Advisory Group
New Jersey
$280K -$10.9K -200 -4%
LMKC
572
L.M. Kohn & Company
Ohio
$277K – – –
DTL
573
Dynamic Technology Lab
Singapore
$275K +$265K +4,837 New
VCA
574
Verdence Capital Advisors
Maryland
$274K -$164 -3 -0.1%
BBHC
575
Brown Brothers Harriman & Co
New York
$274K -$164 -3 -0.1%
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