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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Hollencrest Capital Management
California
$1.65K -$821 -15 -34%
LFG
802
Larson Financial Group
Missouri
$1.64K -$11.9K -217 -88%
TCA
803
Trifecta Capital Advisors
Illinois
$1.53K – – –
CWP
804
Concord Wealth Partners
Virginia
$1.25K – – –
JWM
805
Janiczek Wealth Management
Colorado
$1.08K – – –
VCM
806
Versant Capital Management
Arizona
$1.08K +$164 +3 +19%
BAAM
807
Baker Avenue Asset Management
California
$966 – – –
LSA
808
Leonteq Securities AG
Switzerland
$909 -$23K -421 -96%
MCM
809
Manchester Capital Management
Vermont
$341 +$328 +6 New
WWM
810
Wolff Wiese Magana
California
$285 – – –
CA
811
Crewe Advisors
Utah
$285 +$274 +5 New
VWM
812
Venturi Wealth Management
Texas
$285 +$274 +5 New
EWA
813
EverSource Wealth Advisors
Alabama
$227 +$219 +4 New
KFI
814
Key Financial Inc
Pennsylvania
$57 – – –
JMPWA
815
JP Morgan Private Wealth Advisors
California
– -$40.9M -773,914 Closed
BEAM
816
Baker Ellis Asset Management
Washington
– -$4.09M -77,305 Closed
EPFB
817
Employees Provident Fund Board
Malaysia
– -$2.8M -53,000 Closed
CM
818
Caption Management
Oklahoma
– -$2.06M -37,688 Closed
VIA
819
Vident Investment Advisory
Georgia
– -$1.53M -28,858 Closed
QT
820
Quantbot Technologies
New York
– -$1.38M -26,111 Closed
AFA
821
Abacus FCF Advisors
Florida
– -$1.16M -21,953 Closed
LC
822
Lavaca Capital
Texas
– -$1.05M -19,230 Closed
CAM
823
Cresset Asset Management
Illinois
– -$855K -16,001 Closed
YIH
824
Y-Intercept (HK)
Hong Kong
– -$831K -15,697 Closed
DEA
825
DoubleLine ETF Adviser
Florida
– -$775K -14,641 Closed
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