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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
601
Armstrong Advisory Group
Massachusetts
$456K – – –
PAM
602
Panagora Asset Management
Massachusetts
$455K – – –
KWM
603
Kingsview Wealth Management
Oregon
$453K -$36.7K -381 -7%
OAM
604
Ostrum Asset Management
France
$451K -$365K -3,784 -42%
MSA
605
MUFG Securities Americas
New York
$447K +$83.5K +867 +20%
VR
606
Valued Retirements
Texas
$447K – – –
AAM
607
Augustine Asset Management
Florida
$446K +$19.4K +201 +4%
TYCC
608
Texas Yale Capital Corp
Florida
$444K +$22.2K +230 +5%
GSEP
609
Golden State Equity Partners
California
$443K -$14.6K -152 -3%
NP
610
NorthRock Partners
Minnesota
$440K +$12.6K +131 +3%
HW
611
Hancock Whitney
Mississippi
$438K -$643K -6,668 -57%
LW
612
Linscomb Wealth
Texas
$433K +$485K +5,033 New
NAMNJ
613
NorthStar Asset Management (New Jersey)
New Jersey
$431K – – –
NFG
614
Nations Financial Group
Iowa
$431K -$90.7K -941 -16%
PWP
615
Perfromance Wealth Partners
Illinois
$431K – – –
DFCM
616
Dark Forest Capital Management
Puerto Rico
$430K +$481K +4,994 New
BBHC
617
Brown Brothers Harriman & Co
New York
$428K -$55.6K -577 -10%
AI
618
Atria Investments
North Carolina
$428K -$1.19M -12,375 -71%
BHPW
619
Beverly Hills Private Wealth
California
$420K -$4.14K -43 -0.9%
AAIS
620
ABN AMRO Investment Solutions
$416K +$88.5K +918 +23%
FIM
621
Freedom Investment Management
Connecticut
$416K +$18.7K +194 +4%
FFA
622
Farther Finance Advisors
California
$415K +$17.8K +185 +4%
AGA
623
Accuvest Global Advisors
Utah
$411K +$460K +4,776 New
HH
624
Hilltop Holdings
Texas
$409K -$229K -2,372 -33%
PFG
625
Putney Financial Group
California
$407K -$18.6K -193 -4%
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