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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
651
Horizon Investments
North Carolina
$363K +$19.5K +202 +5%
CPIG
652
Chicago Partners Investment Group
Illinois
$361K +$30.7K +319 +9%
SI
653
Stephens Inc
Arkansas
$360K +$193 +2 +0%
LMKC
654
L.M. Kohn & Company
Ohio
$359K – – –
KCPG
655
Kavar Capital Partners Group
Kansas
$357K – – –
SPC
656
Sigma Planning Corp
Michigan
$356K +$83.6K +868 +27%
WA
657
Wambolt & Associates
Colorado
$352K -$24K -249 -6%
PA
658
Pinnacle Associates
New York
$352K +$2.41K +25 +0.6%
DEM
659
Disciplined Equity Management
Florida
$351K – – –
S
660
Sachetta
Massachusetts
$346K – – –
PA
661
Profund Advisors
Maryland
$346K -$87.5K -908 -18%
AWP
662
Axis Wealth Partners
Rhode Island
$346K +$289 +3 +0.1%
GI
663
GAMMA Investing
California
$342K -$34.4K -357 -8%
BWL
664
Bogart Wealth LLC
Virginia
$336K -$6.17K -64 -2%
CWG
665
Cornerstone Wealth Group
North Carolina
$336K +$385 +4 +0.1%
CG
666
Cynosure Group
Utah
$332K +$95.3K +989 +35%
CFM
667
Catalyst Funds Management
Australia
$331K -$86.7K -900 -19%
PNC
668
Park National Corp
Ohio
$330K – – –
CRC
669
Curi RMB Capital
Illinois
$330K – – –
LWA
670
Ledgewood Wealth Advisors
New Hampshire
$327K – – –
CBB
671
Citizens Business Bank
California
$327K – – –
NAM
672
Nexpoint Asset Management
Texas
$327K – – –
CWG
673
Crown Wealth Group
North Carolina
$327K +$3.76K +39 +1%
IAIM
674
International Assets Investment Management
Florida
$326K +$9.83K +102 +3%
PA
675
Parallel Advisors
California
$323K -$1.25K -13 -0.3%
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