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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
676
Panagora Asset Management
Massachusetts
$323K -$890 -11 -0.3%
MG
677
Mather Group
Illinois
$322K +$132K +1,632 +69%
LGA
678
Lebenthal Global Advisors
New York
$319K -$6.15K -76 -2%
PTC
679
Philadelphia Trust Company
Pennsylvania
$314K – – –
RSWA
680
Robinson Smith Wealth Advisors
Maine
$314K – – –
BCMO
681
Buckingham Capital Management (Ohio)
Ohio
$312K – – –
LIG
682
Lokken Investment Group
Delaware
$311K – – –
BFA
683
Beaumont Financial Advisors
Massachusetts
$308K -$10.5K -130 -4%
IAIM
684
International Assets Investment Management
Florida
$308K +$2.83K +35 +1%
NFG
685
Nations Financial Group
Iowa
$305K – – –
Kovitz Investment Group Partners
686
Kovitz Investment Group Partners
Illinois
$304K +$243 +3 +0.1%
CAM
687
Cresset Asset Management
Illinois
$304K +$25.7K +317 +10%
RIS
688
Retirement Income Solutions
Michigan
$300K – – –
AMG
689
Advisors Management Group
Wisconsin
$297K -$19.4K -240 -7%
GA
690
Geller Advisors
New York
$296K +$6.39K +79 +2%
JCM
691
Jacobi Capital Management
Pennsylvania
$295K +$324 +4 +0.1%
MAS
692
Meeder Advisory Services
Ohio
$295K +$49.8K +615 +23%
TSS
693
Two Sigma Securities
New York
$293K +$2.1K +26 +0.8%
AIM
694
Aspen Investment Management
Michigan
$292K +$12.1K +150 +5%
KWS
695
Keystone Wealth Services
California
$292K – – –
CCG
696
Cypress Capital Group
Florida
$290K – – –
PA
697
Parallel Advisors
California
$288K +$19.7K +243 +8%
ICA
698
Infrastructure Capital Advisors
New York
$288K -$3.08K -38 -1%
TW
699
TrinityPoint Wealth
Connecticut
$287K -$89.4K -1,105 -26%
AA
700
Apriem Advisors
California
$287K – – –