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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
651
Quintet Private Bank (Europe)
Luxembourg
$56.8K +$52.2K +992 New
UB
652
UMB Bank
Missouri
$55K – – –
BHWM
653
Bay Harbor Wealth Management
Maryland
$54K +$105 +2 +0.2%
CTC
654
Central Trust Company
Missouri
$54K +$16.1K +305 +38%
GWSG
655
GPS Wealth Strategies Group
Colorado
$53K +$368 +7 +0.6%
LS
656
Livforsakringsbolaget Skandia
Sweden
$52K -$89.5K -1,700 -62%
SC
657
Sawyer & Company
Massachusetts
$52K -$43.4K -825 -43%
HCP
658
Hexagon Capital Partners
Arkansas
$49K -$12.7K -241 -19%
SN
659
Sittner & Nelson
Oregon
$49K – – –
HIIFS
660
Harel Insurance Investments & Financial Services
Israel
$49K +$10.5K +200 +25%
TWM
661
Tradition Wealth Management
Minnesota
$48K +$474 +9 +0.9%
AW
662
Avion Wealth
Texas
$47K – – –
NSIM
663
North Star Investment Management
Illinois
$47K – – –
TWA
664
TCI Wealth Advisors
Arizona
$46K – – –
BCMLT
665
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K – – –
C
666
Covestor
United Kingdom
$44K -$217K -4,120 -82%
CC
667
Corsicana & Co
Texas
$44K – – –
PO
668
Private Ocean
California
$43K – – –
AF
669
Advisornet Financial
Minnesota
$42K +$2.89K +55 +7%
PG
670
Proffitt & Goodson
Tennessee
$40K -$16.1K -306 -27%
ARMC
671
American Research & Management Company
Massachusetts
$39K -$30.6K -581 -42%
AWM
672
AllSquare Wealth Management
New York
$39K – – –
HR
673
Howe & Rusling
New York
$39K – – –
SIS
674
Sound Income Strategies
Florida
$38K – – –
SWM
675
Spire Wealth Management
Virginia
$37K -$17.1K -325 -30%
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