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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
GAMMA Investing
California
$676K +$208K +2,091 +46%
QCG
552
Quadrant Capital Group
Ohio
$672K +$50K +503 +8%
CIA
553
Concurrent Investment Advisors
Florida
$664K -$90.2K -907 -12%
CPCPP
554
Canada Post Corporation Pension Plan
Canada
$660K – – –
SF
555
Summit Financial
New Jersey
$657K -$29.8K -300 -4%
KWM
556
Kingsview Wealth Management
Oregon
$656K +$132K +1,331 +26%
AWM
557
Aprio Wealth Management
Georgia
$652K +$98.9K +994 +18%
GKWIM
558
Gerber Kawasaki Wealth & Investment Management
California
$650K +$7.16K +72 +1%
HI
559
Horizon Investments
North Carolina
$649K +$166K +1,673 +36%
AIM
560
Aigen Investment Management
New York
$639K +$622K +6,255 New
HI
561
Harbour Investments
Wisconsin
$631K -$124K -1,248 -17%
EFS
562
Essex Financial Services
Connecticut
$630K +$6.17K +62 +1%
IBOK
563
Independence Bank of Kentucky
Kentucky
$626K -$162K -1,625 -21%
S
564
SignatureFD
Georgia
$625K +$51.2K +515 +9%
FCP
565
Fidelis Capital Partners
Florida
$624K +$55.7K +560 +10%
SSWM
566
Sheets Smith Wealth Management
North Carolina
$615K +$3.68K +37 +0.6%
CPCM
567
Cardinal Point Capital Management
Ontario, Canada
$608K -$170K -1,705 -22%
CAM
568
Columbia Asset Management
Michigan
$604K -$47.8K -480 -8%
MC
569
Machina Capital
France
$604K +$588K +5,910 New
CI
570
CX Institutional
Indiana
$602K -$65K -653 -10%
PFA
571
Pinnacle Family Advisors
Missouri
$601K +$3.08K +31 +0.5%
WWG
572
West Wealth Group
California
$599K +$1.49K +15 +0.3%
BP
573
Ballentine Partners
Massachusetts
$597K -$70.9K -713 -11%
OC
574
Oppenheimer & Co
New York
$587K -$1.89K -19 -0.3%
ST
575
Somerset Trust
Pennsylvania
$580K -$15.1K -152 -3%
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