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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
826
Carnegie Investment Counsel
Ohio
$239K -$3.29K -28 -1%
NGA
827
Naples Global Advisors
Florida
$238K -$23.5K -200 -8%
CA
828
Commerzbank Aktiengesellschaft
Germany
$237K +$38.7K +329 +17%
BPW
829
Bingham Private Wealth
California
$236K +$263K +2,241 New
MAM
830
Mystic Asset Management
Rhode Island
$234K +$117 +1 +0%
HWA
831
Heritage Wealth Advisors
Virginia
$234K – – –
FSA
832
Financial Sense Advisors
California
$233K +$260K +2,216 New
CBTWT
833
Community Bank & Trust (Waco, Texas)
Texas
$231K -$11.8K -100 -4%
CNBT
834
Canandaigua National Bank & Trust
New York
$226K – – –
HSA
835
HBK Sorce Advisory
Pennsylvania
$224K +$4.58K +39 +2%
SFS
836
Stiles Financial Services
Minnesota
$224K – – –
XT
837
XTX Topco
Cayman Islands
$223K +$250K +2,124 New
AB
838
ANB Bank
Colorado
$222K +$249K +2,116 New
NCFG
839
New Century Financial Group
New Jersey
$222K -$2.7K -23 -1%
CFG
840
Clayton Financial Group
Missouri
$221K – – –
PCM
841
Penserra Capital Management
California
$220K +$84K +715 +51%
FIA
842
FNY Investment Advisers
New York
$220K +$247K +2,100 New
SWP
843
Sagespring Wealth Partners
Tennessee
$219K +$245K +2,086 New
MCCP
844
Mission Creek Capital Partners
California
$219K +$235 +2 +0.1%
BA
845
Bridgewater Associates
Connecticut
$218K +$244K +2,074 New
SCM
846
Saxony Capital Management
Missouri
$217K +$940 +8 +0.4%
CAAS
847
Capital Asset Advisory Services
Michigan
$215K – – –
MFWP
848
Mosaic Family Wealth Partners
Missouri
$214K – – –
MSAM
849
Moloney Securities Asset Management
Missouri
$214K -$10.1K -86 -4%
SC
850
Syon Capital
California
$212K -$9.63K -82 -4%
32 33
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35 36