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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
801
O'Shaughnessy Asset Management
Connecticut
– -$137K -3,145 Closed
CI
802
Cordant Inc
Oregon
– -$131K -3,006 Closed
APP
803
Alpha Paradigm Partners
Illinois
– -$125K -2,883 Closed
LSA
804
Leonteq Securities AG
Switzerland
– -$85.2K -1,962 Closed
EDRH
805
Edmond de Rothschild Holding
Switzerland
– -$62K -1,435 Closed
JCM
806
Jacobi Capital Management
Pennsylvania
– -$58K -1,327 Closed
FAM
807
Fred Alger Management
New York
– -$53K -1,225 Closed
DTIM
808
Danda Trouve Investment Management
Kansas
– -$28K -635 Closed
CI
809
CX Institutional
Indiana
– -$22K -510 Closed
MWM
810
Mascoma Wealth Management
New Hampshire
– -$22K -500 Closed
KIG
811
Kowal Investment Group
Wisconsin
– -$21K -494 Closed
AA
812
AlphaMark Advisors
Kentucky
– -$17K -400 Closed
APWA
813
Atlas Private Wealth Advisors
New Jersey
– -$15K -355 Closed
SAI
814
Systematic Alpha Investments
New Jersey
– -$10K -215 Closed
OC
815
Oakworth Capital
Alabama
– -$8K -180 Closed
CAGAS
816
Capital Advisory Group Advisory Services
Minnesota
– -$7K -153 Closed
DOA
817
D'Orazio & Associates
Virginia
– -$7K -151 Closed
SSC
818
Syverson Strege & Co
Iowa
– -$6K -133 Closed
AF
819
Allworth Financial
California
– -$5K -114 Closed
RTL
820
Red Tortoise LLC
Georgia
– -$4K -94 Closed
LWM
821
Liberty Wealth Management
California
– -$2K -58 Closed
CMBA
822
C.M. Bidwell & Associates
Hawaii
– -$1K -27 Closed
CWM
823
Curi Wealth Management
North Carolina
– +$142 +3 New
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