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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
601
HBC Financial Services
Washington
– -$28K -900 Closed
GLI
602
Guardian Life Insurance
New York
– -$27K -845 Closed
CG
603
Cutler Group
California
– -$25.4K -838 Closed
ACM
604
Allred Capital Management
Texas
– -$23.2K -728 Closed
MIM
605
Macroview Investment Management
Maryland
– -$23K -721 Closed
ARMT
606
Amica Retiree Medical Trust
Rhode Island
– -$21K -662 Closed
BCA
607
Berman Capital Advisors
Georgia
– -$16.3K -540 -94%
KWM
608
Keebeck Wealth Management
Illinois
– -$16K -500 Closed
TC
609
Trust Company
Kansas
– -$16K -500 Closed
CHAM
610
Clear Harbor Asset Management
Connecticut
– -$10.6K -331 Closed
FCA
611
FinTrust Capital Advisors
South Carolina
– -$10K -300 Closed
SIS
612
Sound Income Strategies
Florida
– -$8K -250 Closed
GAM
613
Gemmer Asset Management
California
– -$8K -236 Closed
EWM
614
Edge Wealth Management
New York
– -$6K -200 Closed
PW
615
Price Wealth
Texas
– -$6K -181 Closed
BWA
616
BDO Wealth Advisors
Florida
– -$4K -137 Closed
CWA
617
Capital Wealth Alliance
Arizona
– -$4K -137 Closed
EWA
618
Evolution Wealth Advisors
Florida
– -$3K -96 Closed
GWS
619
Glassman Wealth Services
Virginia
– -$1.36K -45 -73%
BAM
620
Barrett Asset Management
New York
– -$1K -39 Closed
Fidelity International
621
Fidelity International
Bermuda
– -$1K -39 Closed
OSAM
622
O'Shaughnessy Asset Management
Connecticut
– -$1.12K -37 -97%
CI
623
CX Institutional
Indiana
– -$1K -32 Closed
FPFS
624
First Personal Financial Services
North Carolina
– -$1K -20 Closed
PCTC
625
Perkins Coie Trust Company
Washington
– +$121 +4 New
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