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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1051
Balboa Wealth Partners
Arizona
– -$424K -4,031 Closed
SG
1052
Sienna Gestion
France
– -$404K -3,844 Closed
TNBTD
1053
Trustmark National Bank Trust Department
Mississippi
– -$378K -3,593 Closed
SCM
1054
Stevens Capital Management
Pennsylvania
– -$375K -3,564 Closed
CFO
1055
Callan Family Office
Pennsylvania
– -$364K -3,461 Closed
CAM
1056
Cresset Asset Management
Illinois
– -$349K -3,317 Closed
JIC
1057
Johnson Investment Counsel
Ohio
– -$340K -3,231 Closed
CWP
1058
Core Wealth Partners
California
– -$329K -3,127 Closed
YCG
1059
Yeomans Consulting Group
Georgia
– -$326K -3,104 Closed
OWM
1060
OneAscent Wealth Management
Alabama
– -$319K -3,039 Closed
AA
1061
Apriem Advisors
California
– -$315K -3,000 Closed
CCT
1062
Capital City Trust
Florida
– -$309K -2,940 Closed
ACM
1063
Alethea Capital Management
Washington
– -$303K -2,884 Closed
LP
1064
LMR Partners
United Kingdom
– -$299K -2,847 Closed
SIA
1065
Schechter Investment Advisors
Michigan
– -$299K -2,846 Closed
NAM
1066
NorthCrest Asset Manangement
Minnesota
– -$297K -2,826 Closed
CCMG
1067
Clark Capital Management Group
Pennsylvania
– -$292K -2,776 Closed
BWP
1068
BSW Wealth Partners
Colorado
– -$286K -2,723 Closed
KA
1069
Kovack Advisors
Florida
– -$267K -2,542 Closed
PCS
1070
Personal CFO Solutions
New Jersey
– -$257K -2,446 Closed
NL
1071
NWAM LLC
Washington
– -$256K -2,436 Closed
TPWM
1072
Twelve Points Wealth Management
Massachusetts
– -$253K -2,404 Closed
BA
1073
Bristlecone Advisors
Washington
– -$252K -2,394 Closed
TBT
1074
Texas Bank & Trust
Texas
– -$245K -2,334 Closed
GCP
1075
GSA Capital Partners
United Kingdom
– -$245K -2,329 Closed
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