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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
GCP
851
GSA Capital Partners
United Kingdom
$267K +$259K +2,116 New
AHL
852
Abel Hall LLC
Louisiana
$266K +$245 +2 +0.1%
AWM
853
Ameliora Wealth Management
Switzerland
$265K -$123K -1,000 -32%
Vanguard National Trust
854
Vanguard National Trust
Pennsylvania
$265K – – –
CCM
855
Copeland Capital Management
Pennsylvania
$262K -$1.96K -16 -0.8%
WIM
856
WealthPlan Investment Management
Nebraska
$259K +$252K +2,052 New
PTC
857
Private Trust Company
Ohio
$258K -$245 -2 -0.1%
IP
858
Ignite Planners
California
$258K +$123 +1 +0%
PP
859
PDS Planning
Ohio
$255K +$736 +6 +0.3%
AA
860
Apriem Advisors
California
$253K – – –
FP
861
Financial Perspectives
Minnesota
$253K – – –
RIM
862
RW Investment Management
Idaho
$253K – – –
VFG
863
Valley Financial Group
Pennsylvania
$252K -$6.13K -50 -2%
FLPIM
864
F.L. Putnam Investment Management
Massachusetts
$249K – – –
TA
865
TPG Advisors
Illinois
$247K +$240K +1,954 New
MWM
866
Modera Wealth Management
New Jersey
$246K +$239K +1,951 New
FFA
867
First Foundation Advisors
California
$244K +$237K +1,935 New
JTWM
868
Jackson Thornton Wealth Management
Alabama
$244K +$236K +1,928 New
SAM
869
SP Asset Management
California
$243K +$236K +1,926 New
SIS
870
Strategic Investment Solutions
Illinois
$243K – – –
VFA
871
Valeo Financial Advisors
Indiana
$243K +$235K +1,920 New
CFB
872
Cullen/Frost Bankers
Texas
$241K +$613 +5 +0.3%
HAIM
873
Hunter Associates Investment Management
Pennsylvania
$241K -$23.3K -190 -9%
SACTSONJ
874
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$241K -$11.4K -93 -5%
EW
875
Elyxium Wealth
California
$241K +$234K +1,906 New