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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
801
Heritage Wealth Advisors
Virginia
$35K +$31.4K +500 New
MCM
802
Manchester Capital Management
Vermont
$33.4K +$3.26K +52 +12%
HDIM
803
Hanson & Doremus Investment Management
Vermont
$33K – – –
BWM
804
Baystate Wealth Management
Massachusetts
$32.8K +$314 +5 +1%
CFO
805
CVA Family Office
Colorado
$31.8K +$28.5K +455 New
BAM
806
Byrne Asset Management
New Jersey
$31.6K – – –
BCWM
807
Bartlett & Co Wealth Management
Ohio
$31.4K +$23.2K +370 +529%
BC
808
Bartlett & Co
Ohio
$31K +$23.2K +370 +529%
PP
809
PFS Partners
New Jersey
$29.3K – – –
AF
810
Advisornet Financial
Minnesota
$29.1K +$1K +16 +4%
CH
811
Canton Hathaway
Rhode Island
$28K – – –
BC
812
Barrett & Company
Rhode Island
$28K -$6.27K -100 -20%
FCT
813
First Community Trust
Iowa
$26.9K – – –
JFGIW
814
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.8K -$3.14K -50 -12%
ETC
815
Exchange Traded Concepts
Oklahoma
$26.3K +$23.6K +376 New
GKIM
816
GW&K Investment Management
Massachusetts
$26K +$5.65K +90 +32%
EWA
817
EverSource Wealth Advisors
Alabama
$24.8K -$3.14K -50 -12%
PSB
818
Piscataqua Savings Bank
New Hampshire
$24.7K – – –
WTC
819
WhitTier Trust Company
Nevada
$23K – – –
BTI
820
Blue Trust Inc
Georgia
$21K +$15.2K +242 +202%
TCOV
821
Trust Company of Vermont
Vermont
$21K -$9.41K -150 -33%
DGAM
822
Desjardins Global Asset Management
Quebec, Canada
$20.8K +$251 +4 +1%
DF
823
Dunhill Financial
United Kingdom
$20.8K +$18.6K +297 New
IWP
824
IAG Wealth Partners
Wisconsin
$20.6K – – –
IFAM
825
Institutional & Family Asset Management
Colorado
$19.1K – – –
31 32
33
34 35