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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
976
West Branch Capital
Massachusetts
$28.9K – – –
TIM
977
Thompson Investment Management
Wisconsin
$27.7K -$94K -800 -75%
CSPIA
978
Cary Street Partners Investment Advisory
Virginia
$27.4K -$1.47M -12,480 -98%
KFI
979
Key Financial Inc
Pennsylvania
$26.5K +$29.5K +251 +25,100%
BCMLT
980
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.3K – – –
PP
981
PFS Partners
New Jersey
$26.3K – – –
HHGA
982
Halbert Hargrove Global Advisors
California
$26.3K +$29.4K +250 New
IWM
983
IMG Wealth Management
Florida
$25.6K +$28.7K +244 New
ZB
984
Zions Bancorporation
Utah
$24.1K – – –
TAM
985
Tucker Asset Management
Colorado
$23.9K +$5.52K +47 +26%
VCM
986
Versant Capital Management
Arizona
$22.9K +$22.6K +192 +738%
CCM
987
Chilton Capital Management
Texas
$21.5K – – –
FMII
988
Farmers & Merchants Investments Inc
Nebraska
$21.5K – – –
SIS
989
Strategic Investment Solutions
Illinois
$21K – – –
C
990
Covestor
United Kingdom
$19K -$1.88K -16 -8%
CMP
991
Coston McIsaac & Partners
Maine
$19K +$235 +2 +1%
CAM
992
Chesapeake Asset Management
New York
$18.4K – – –
CPBTD
993
Central Pacific Bank - Trust Division
Hawaii
$17.1K +$19.2K +163 New
HWM
994
Hemington Wealth Management
Virginia
$17K – – –
GKIM
995
GW&K Investment Management
Massachusetts
$17K +$822 +7 +5%
RWM
996
Raffa Wealth Management
District of Columbia
$16.4K +$13.7K +117 +300%
MAM
997
Meeder Asset Management
Ohio
$16K -$470 -4 -3%
RA
998
Rise Advisors
New York
$15.5K -$3.29K -28 -16%
PPC
999
Park Place Capital
Alabama
$14.8K – – –
AAG
1000
Accordant Advisory Group
Maryland
$14.4K +$16.1K +137 New
38 39
40
41 42