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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
626
Sutton Wealth Advisors
Florida
$174K -$681 -13 -0.4%
WT
627
Whittier Trust
California
$168K +$13.5K +258 +9%
NP
628
Ninepoint Partners
Ontario, Canada
$167K -$58.2K -1,111 -26%
IA
629
IFP Advisors
Florida
$167K -$2.2K -42 -0.8%
CYG
630
Clean Yield Group
Vermont
$159K – – –
PTC
631
Private Trust Company
Ohio
$141K -$27.3K -521 -16%
SSG
632
Summit Securities Group
New York
$134K -$403K -7,683 -75%
FDCDDQ
633
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K -$29K -554 -19%
GWM
634
Geneos Wealth Management
Colorado
$118K -$151K -2,875 -56%
AAS
635
Ameritas Advisory Services
Nebraska
$116K +$112K +2,144 New
NL
636
NVWM LLC
Pennsylvania
$115K – – –
AA
637
Addison Advisors
Vermont
$109K -$210 -4 -0.2%
VCM
638
Vigilant Capital Management
Maine
$107K – – –
CFB
639
Cullen/Frost Bankers
Texas
$107K – – –
BWP
640
Baldwin Wealth Partners
Massachusetts
$106K – – –
FP
641
Financial Perspectives
Minnesota
$106K – – –
First Manhattan
642
First Manhattan
New York
$106K – – –
WP
643
WealthPLAN Partners
Nebraska
$104K +$103K +1,959 New
AAP
644
Arax Advisory Partners
Colorado
$104K – – –
HFM
645
Harvest Fund Management
China
$101K – – –
SIM
646
Sentry Investment Management
Wisconsin
$100K -$7.34K -140 -7%
PA
647
Parallel Advisors
California
$98.8K +$8.8K +168 +10%
MMG
648
Monetary Management Group
Missouri
$95.2K – – –
OCM
649
Orion Capital Management
California
$95.2K – – –
RG
650
Retirement Group
California
$89K +$419 +8 +0.5%