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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
Advisors Capital Management
New Jersey
$238K +$15.7K +257 +7%
CBB
627
Citizens Business Bank
California
$238K – – –
MMHP
628
Murphy Middleton Hinkle & Parker
Georgia
$238K – – –
RIS
629
Retirement Income Solutions
Michigan
$238K – – –
ST
630
Somerset Trust
Pennsylvania
$234K +$241K +3,938 New
PNC
631
Park National Corp
Ohio
$232K – – –
AAS
632
Ameritas Advisory Services
Nebraska
$230K +$236K +3,868 New
RCM
633
Raleigh Capital Management
North Carolina
$228K -$1.65K -27 -0.7%
OBWG
634
Onyx Bridge Wealth Group
New York
$227K +$2.63K +43 +1%
AA
635
Aire Advisors
California
$225K +$2.32K +38 +1%
NFG
636
Nations Financial Group
Iowa
$225K +$3.06K +50 +1%
GSC
637
Grey Street Capital
Illinois
$224K – – –
TFA
638
Toth Financial Advisory
Virginia
$223K -$12.8K -210 -5%
PTC
639
Private Trust Company
Ohio
$221K -$9.29K -152 -4%
MGIA
640
Moneta Group Investment Advisors
Missouri
$220K -$3.12K -51 -1%
BFA
641
Beaumont Financial Advisors
Massachusetts
$220K +$122 +2 +0.1%
ECM
642
Evergreen Capital Management
Washington
$220K +$7.15K +117 +3%
SAM
643
Seelaus Asset Management
New Jersey
$220K -$62.6K -1,024 -22%
PAM
644
Panagora Asset Management
Massachusetts
$220K +$244 +4 +0.1%
PA
645
Parallel Advisors
California
$217K -$51.8K -848 -19%
NP
646
NorthRock Partners
Minnesota
$216K +$222K +3,637 New
SB
647
Strategic Blueprint
Georgia
$215K +$4.83K +79 +2%
S
648
SignatureFD
Georgia
$213K -$32.7K -535 -13%
AIP
649
Ameritas Investment Partners
Nebraska
$213K – – –
WT
650
Washington Trust
Rhode Island
$212K – – –
24 25
26
27 28