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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1051
Atomi Financial Group
New York
– -$479K -4,559 Closed
OTPPB
1052
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$434K -4,131 Closed
BWP
1053
Balboa Wealth Partners
Arizona
– -$424K -4,031 Closed
SG
1054
Sienna Gestion
France
– -$404K -3,844 Closed
TNBTD
1055
Trustmark National Bank Trust Department
Mississippi
– -$378K -3,593 Closed
SCM
1056
Stevens Capital Management
Pennsylvania
– -$375K -3,564 Closed
CFO
1057
Callan Family Office
Pennsylvania
– -$364K -3,461 Closed
CAM
1058
Cresset Asset Management
Illinois
– -$349K -3,317 Closed
JIC
1059
Johnson Investment Counsel
Ohio
– -$340K -3,231 Closed
CWP
1060
Core Wealth Partners
California
– -$329K -3,127 Closed
YCG
1061
Yeomans Consulting Group
Georgia
– -$326K -3,104 Closed
OWM
1062
OneAscent Wealth Management
Alabama
– -$319K -3,039 Closed
AA
1063
Apriem Advisors
California
– -$315K -3,000 Closed
CCT
1064
Capital City Trust
Florida
– -$309K -2,940 Closed
ACM
1065
Alethea Capital Management
Washington
– -$303K -2,884 Closed
LP
1066
LMR Partners
United Kingdom
– -$299K -2,847 Closed
SIA
1067
Schechter Investment Advisors
Michigan
– -$299K -2,846 Closed
NAM
1068
NorthCrest Asset Manangement
Minnesota
– -$297K -2,826 Closed
CCMG
1069
Clark Capital Management Group
Pennsylvania
– -$292K -2,776 Closed
BWP
1070
BSW Wealth Partners
Colorado
– -$286K -2,723 Closed
KA
1071
Kovack Advisors
Florida
– -$267K -2,542 Closed
PCS
1072
Personal CFO Solutions
New Jersey
– -$257K -2,446 Closed
NL
1073
NWAM LLC
Washington
– -$256K -2,436 Closed
TPWM
1074
Twelve Points Wealth Management
Massachusetts
– -$253K -2,404 Closed
BA
1075
Bristlecone Advisors
Washington
– -$252K -2,394 Closed
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