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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
626
Putney Financial Group
California
$476K -$8.11K -86 -2%
VAS
627
Vestmark Advisory Solutions
Massachusetts
$476K +$438K +4,644 New
CFM
628
Catalyst Funds Management
Australia
$476K +$74.9K +795 +21%
SAM
629
Secure Asset Management
Michigan
$476K +$437K +4,641 New
HH
630
Hilltop Holdings
Texas
$468K -$19K -202 -4%
NS
631
NBC Securities
Alabama
$465K -$84.2K -893 -16%
AIM
632
Aspen Investment Management
Michigan
$465K +$377 +4 +0.1%
WG
633
Welch Group
Alabama
$465K – – –
JF
634
Jump Financial
Illinois
$462K -$28M -296,830 -99%
ESB
635
Essex Savings Bank
Connecticut
$461K – – –
PFS
636
Prospera Financial Services
Texas
$461K -$4.15K -44 -1%
MBTD
637
Mechanics Bank - Trust Department
California
$460K +$99.5K +1,055 +31%
TFA
638
Teamwork Financial Advisors
Texas
$459K +$1.13K +12 +0.3%
ACM
639
Advisors Capital Management
New Jersey
$454K -$17.4K -185 -4%
QIM
640
Quest Investment Management
Oregon
$453K +$416K +4,414 New
AI
641
Atria Investments
North Carolina
$452K -$53.6K -569 -11%
AIA
642
Armor Investment Advisors
North Carolina
$447K -$1.89K -20 -0.5%
AWM
643
Ameliora Wealth Management
Switzerland
$446K +$94.3K +1,000 +30%
AAG
644
Armstrong Advisory Group
Massachusetts
$445K – – –
PA
645
Profund Advisors
Maryland
$444K +$29.3K +311 +8%
SWM
646
Sculati Wealth Management
Michigan
$443K – – –
GVAG
647
Great Valley Advisor Group
Delaware
$440K +$90.4K +959 +29%
WCM
648
WealthBridge Capital Management
Ohio
$439K -$383K -4,068 -49%
BWM
649
BCO Wealth Management
New Mexico
$438K – – –
FIM
650
Freedom Investment Management
Connecticut
$438K -$53.4K -567 -12%
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