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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
726
Orion Capital Management
California
$126K – – –
EDRH
727
Edmond de Rothschild Holding
Switzerland
$124K +$111K +1,773 New
RG
728
Retirement Group
California
$120K +$502 +8 +0.5%
EBA
729
Eagle Bay Advisors
New York
$118K -$22.8K -363 -18%
NP
730
Ninepoint Partners
Ontario, Canada
$117K -$29.9K -477 -22%
PIM
731
Plato Investment Management
Australia
$116K +$104K +1,661 New
SNB
732
Security National Bank
Nebraska
$113K +$102K +1,619 New
SIC
733
SJS Investment Consulting
Ohio
$112K – – –
TVWM
734
Tower View Wealth Management
Wisconsin
$111K +$1.13K +18 +1%
GWM
735
Geneos Wealth Management
Colorado
$110K -$247K -3,940 -71%
QCG
736
Quadrant Capital Group
Ohio
$109K +$48.2K +769 +98%
SIM
737
Sentry Investment Management
Wisconsin
$107K -$10.3K -164 -10%
GI
738
GAMMA Investing
California
$105K +$97.8K +1,559 New
HCM
739
Highlander Capital Management
New Jersey
$105K – – –
FFC
740
First Financial Corp
Indiana
$105K – – –
FFO
741
Fortitude Family Office
Arizona
$103K +$92.4K +1,473 New
FCMT
742
Founders Capital Management (Texas)
Texas
$98K – – –
KI
743
Kapitalo Investimentos
Brazil
$96.8K +$86.8K +1,383 New
FHA
744
First Horizon Advisors
Tennessee
$94.5K – – –
PFBT
745
Parkside Financial Bank & Trust
Missouri
$93.2K -$3.39K -54 -4%
SCM
746
Silvant Capital Management
Georgia
$91.3K – – –
SSG
747
Summit Securities Group
New York
$91K +$62.7K +1,000 +333%
CMBA
748
C.M. Bidwell & Associates
Hawaii
$90.6K +$627 +10 +0.8%
FCA
749
FinTrust Capital Advisors
South Carolina
$86.8K – – –
PBK
750
Peoples Bank (Kansas)
Kansas
$86.4K – – –
28 29
30
31 32