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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
576
XML Financial
Maryland
$247K -$38.2K -803 -15%
APP
577
Alpha Paradigm Partners
Illinois
$246K +$211K +4,437 New
SWM
578
Selective Wealth Management
Virginia
$245K +$211K +4,425 New
ECM
579
ExodusPoint Capital Management
New York
$245K +$211K +4,427 New
IWC
580
Integrated Wealth Concepts
Massachusetts
$243K +$16.1K +339 +8%
CS
581
Comerica Securities
Michigan
$239K +$204K +4,285 New
BFM
582
Boothbay Fund Management
New York
$238K +$204K +4,290 New
GLA
583
Good Life Advisors
Pennsylvania
$237K -$50.6K -1,063 -20%
BCI
584
Brinker Capital Investments
Pennsylvania
$236K +$10.4K +218 +5%
CBOR
585
Community Bank of Raymore
Missouri
$235K -$10K -210 -5%
FCH
586
Freestone Capital Holdings
Washington
$235K -$4.05K -85 -2%
GIM
587
Guild Investment Management
California
$235K – – –
DMBA
588
Deseret Mutual Benefit Administrators
Utah
$234K +$44.9K +942 +29%
CCA
589
Checchi Capital Advisers
California
$233K +$18.2K +382 +10%
WTB
590
Washington Trust Bank
Washington
$231K -$112K -2,355 -36%
VHAM
591
Van Hulzen Asset Management
California
$230K +$198K +4,150 New
HWM
592
HB Wealth Management
Georgia
$229K +$13.5K +284 +7%
PFGIA
593
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$89.5K -1,879 -31%
LCM
594
Laurion Capital Management
New York
$227K +$195K +4,100 New
HFM
595
Harvest Fund Management
China
$226K -$87.4K -1,834 -31%
AG
596
AIA Group
Hong Kong
$226K +$45.6K +957 +31%
AG
597
Ascent Group
Virginia
$224K +$193K +4,051 New
IWM
598
IHT Wealth Management
Illinois
$223K +$2.05K +43 +1%
S
599
SignatureFD
Georgia
$222K -$4.72K -99 -2%
HAIM
600
Hunter Associates Investment Management
Pennsylvania
$222K – – –
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