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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
601
Ballentine Partners
Massachusetts
$641K +$83.3K +779 +17%
AAM
602
Augustine Asset Management
Florida
$633K +$1.07K +10 +0.2%
AACA
603
American Assets Capital Advisers
California
$632K -$7.19M -67,216 -93%
SAM
604
Secure Asset Management
Michigan
$622K +$21K +196 +4%
MYAM
605
Meiji Yasuda Asset Management
Japan
$618K +$103K +962 +23%
VR
606
Valued Retirements
Texas
$618K – – –
CT
607
Coastline Trust
Rhode Island
$612K -$10.4K -97 -2%
CT
608
ClearAlpha Technologies
Connecticut
$609K +$548K +5,128 New
NS
609
NBC Securities
Alabama
$607K -$29.9K -280 -5%
CG
610
Caprock Group
Idaho
$605K +$112K +1,051 +26%
NAMNJ
611
NorthStar Asset Management (New Jersey)
New Jersey
$597K – – –
PCS
612
Personal CFO Solutions
New Jersey
$596K -$11K -103 -2%
PWP
613
Perfromance Wealth Partners
Illinois
$595K – – –
WWG
614
West Wealth Group
California
$594K – – –
QT
615
Quantbot Technologies
New York
$593K -$6.41M -59,966 -92%
TYCC
616
Texas Yale Capital Corp
Florida
$585K – – –
JFG
617
Jefferies Financial Group
New York
$583K -$38.9K -364 -7%
FMP
618
Financial Management Professionals
Texas
$576K +$7.59K +71 +1%
SWM
619
SFG Wealth Management
Maryland
$573K +$214 +2 +0%
STA
620
Summit Trail Advisors
New York
$571K +$511K +4,777 New
CI
621
CX Institutional
Indiana
$567K +$3.1K +29 +0.6%
YCG
622
Yeomans Consulting Group
Georgia
$562K +$506K +4,731 New
HNWAG
623
High Net Worth Advisory Group
Florida
$558K – – –
IF
624
Intrua Financial
Texas
$557K +$41.5K +388 +9%
QI
625
Qtron Investments
Massachusetts
$557K -$460K -4,300 -48%
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