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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
701
Atlas Capital Advisors
Wyoming
$452K – – –
AIA
702
Armor Investment Advisors
North Carolina
$451K -$24.5K -200 -5%
NI
703
Natural Investments
California
$450K -$66.2K -540 -13%
BAAM
704
Baker Avenue Asset Management
California
$444K +$76.4K +623 +22%
LRIC
705
Long Road Investment Counsel
Michigan
$442K – – –
PTC
706
Philadelphia Trust Company
Pennsylvania
$442K – – –
ETC
707
Exchange Traded Concepts
Oklahoma
$437K +$81.8K +667 +24%
FB
708
Fulton Bank
Pennsylvania
$436K – – –
PFA
709
Pathway Financial Advisers
Indiana
$435K +$1.23K +10 +0.3%
FPCP
710
Fort Point Capital Partners
California
$431K -$8.95K -73 -2%
LA
711
LBP AM
France
$428K -$182K -1,482 -30%
SFS
712
Sowell Financial Services
Arkansas
$425K +$12.4K +101 +3%
RMDI
713
R.M. Davis Inc
Maine
$419K – – –
AIS
714
American Investment Services
Massachusetts
$417K – – –
GIM
715
Groesbeck Investment Management
New Jersey
$415K +$403K +3,284 New
CTC
716
Cetera Trust Company
Minnesota
$415K – – –
SWP
717
Sagespring Wealth Partners
Tennessee
$415K -$49.5K -404 -11%
PFPG
718
Pinnacle Financial Partners (Georgia)
Georgia
$414K +$8.95K +73 +2%
MG
719
Mather Group
Illinois
$414K +$22.1K +180 +6%
WANY
720
Wealthspire Advisors (New York)
New York
$408K -$129K -1,051 -25%
LWAM
721
Legacy Wealth Asset Management
Minnesota
$408K +$396K +3,231 New
FM
722
Foster & Motley
Ohio
$406K -$8.58K -70 -2%
EGA
723
E&G Advisors
Texas
$404K – – –
PIA
724
Perennial Investment Advisors
California
$404K +$3.68K +30 +0.9%
FCM
725
Fortis Capital Management
Washington
$404K +$8.95K +73 +2%
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