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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
726
Covestor
United Kingdom
$15K -$4.3K -82 -23%
IFAM
727
Institutional & Family Asset Management
Colorado
$14.5K – – –
LS
728
Livforsakringsbolaget Skandia
Sweden
$13.9K – – –
CFO
729
CVA Family Office
Colorado
$13.5K +$3.14K +60 +31%
HIA
730
Harbor Investment Advisory
Maryland
$13.4K -$1.15K -22 -8%
WIM
731
Westside Investment Management
California
$13.2K – – –
LFG
732
Larson Financial Group
Missouri
$13K +$1.05K +20 +9%
KTC
733
Kistler-Tiffany Companies
Pennsylvania
$12.7K +$157 +3 +1%
ZB
734
Zions Bancorporation
Utah
$12.7K -$1.31K -25 -9%
QC
735
Quent Capital
New York
$12.7K – – –
GWS
736
Glassman Wealth Services
Virginia
$12.1K – – –
JWA
737
JFS Wealth Advisors
Pennsylvania
$11.6K – – –
BWM
738
BerganKDV Wealth Management
Minnesota
$11.5K +$105 +2 +0.9%
CCM
739
Chilton Capital Management
Texas
$10.8K +$10.7K +205 New
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$10.3K – – –
HWA
741
HHM Wealth Advisors
Tennessee
$9.74K +$2.41K +46 +33%
PWMG
742
Prestige Wealth Management Group
New Jersey
$9.58K -$3.93K -75 -30%
NIC
743
Northwest Investment Counselors
Oregon
$9.44K +$9.33K +178 New
CMP
744
Coston McIsaac & Partners
Maine
$9K +$105 +2 +1%
CAM
745
Chesapeake Asset Management
New York
$8.99K +$8.91K +170 New
KA
746
Kozak & Associates
Colorado
$8.27K +$105 +2 +1%
RCM
747
Rain Capital Management
Oregon
$8.04K +$7.96K +152 New
CG
748
Cutler Group
California
$8K -$7.44K -142 -46%
HIIFS
749
Harel Insurance Investments & Financial Services
Israel
$8K -$6.29K -120 -43%
RA
750
Rise Advisors
New York
$7.63K +$105 +2 +1%
28 29
30
31 32