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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%
FGAM
809
Financial Gravity Asset Management
Texas
$362 +$3.12K +57 New
MCM
810
Manchester Capital Management
Vermont
$341 +$328 +6 New
WWM
811
Wolff Wiese Magana
California
$285 – – –
CA
812
Crewe Advisors
Utah
$285 +$274 +5 New
VWM
813
Venturi Wealth Management
Texas
$285 +$274 +5 New
EWA
814
EverSource Wealth Advisors
Alabama
$227 +$219 +4 New
KFI
815
Key Financial Inc
Pennsylvania
$57 – – –
JMPWA
816
JP Morgan Private Wealth Advisors
California
– -$40.9M -773,914 Closed
BEAM
817
Baker Ellis Asset Management
Washington
– -$4.09M -77,305 Closed
EPFB
818
Employees Provident Fund Board
Malaysia
– -$2.8M -53,000 Closed
CM
819
Caption Management
Oklahoma
– -$2.06M -37,688 Closed
VIA
820
Vident Investment Advisory
Georgia
– -$1.53M -28,858 Closed
QT
821
Quantbot Technologies
New York
– -$1.38M -26,111 Closed
AFA
822
Abacus FCF Advisors
Florida
– -$1.16M -21,953 Closed
LC
823
Lavaca Capital
Texas
– -$1.05M -19,230 Closed
CAM
824
Cresset Asset Management
Illinois
– -$855K -16,001 Closed
YIH
825
Y-Intercept (HK)
Hong Kong
– -$831K -15,697 Closed
31 32
33
34 35