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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
576
Concurrent Investment Advisors
Florida
$511K -$44.2K -459 -7%
SIA
577
Strategic Investment Advisors
Michigan
$504K -$432K -4,485 -43%
QCG
578
Quadrant Capital Group
Ohio
$504K +$421K +4,373 +295%
KFA
579
Kapstone Financial Advisors
Ohio
$498K – – –
ASC
580
Atalanta Sosnoff Capital
New York
$494K +$72.4K +751 +15%
EF
581
Empowered Funds
Pennsylvania
$493K +$51.7K +537 +10%
EE
582
EWG Elevate
California
$492K -$11.6K -120 -2%
VF
583
Virtu Financial
New York
$490K +$549K +5,695 New
FCP
584
Fidelis Capital Partners
Florida
$489K -$61.9K -642 -10%
AWA
585
Arete Wealth Advisors
Illinois
$487K -$167K -1,735 -23%
GSIAS
586
Garden State Investment Advisory Services
New Jersey
$482K +$96 +1 +0%
PFA
587
Pinnacle Family Advisors
Missouri
$481K +$1.93K +20 +0.4%
WT
588
Washington Trust
Rhode Island
$481K -$125K -1,300 -19%
FMP
589
Financial Management Professionals
Texas
$480K +$13.5K +140 +3%
GFM
590
GF Fund Management
China
$478K +$22K +228 +4%
WWG
591
West Wealth Group
California
$478K +$48.2K +500 +10%
ST
592
Somerset Trust
Pennsylvania
$473K +$78.6K +816 +17%
WIA
593
World Investment Advisors
California
$472K -$294K -3,050 -36%
OIA
594
OneDigital Investment Advisors
Kansas
$467K -$25.7K -267 -5%
RMDI
595
R.M. Davis Inc
Maine
$466K – – –
NS
596
NBC Securities
Alabama
$466K +$522K +5,422 +108,440%
BP
597
Ballentine Partners
Massachusetts
$464K -$37.9K -393 -7%
CG
598
Caprock Group
Idaho
$462K -$218K -2,262 -30%
ECM
599
Estabrook Capital Management
New York
$459K – – –
EC
600
EntryPoint Capital
New York
$457K +$512K +5,311 New
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24
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