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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1101
Moloney Securities Asset Management
Missouri
– -$214K -2,034 Closed
CAAS
1102
Capital Asset Advisory Services
Michigan
– -$215K -2,032 Closed
SC
1103
Syon Capital
California
– -$212K -2,014 Closed
AIA
1104
Affinity Investment Advisors
California
– -$212K -2,013 Closed
SSG
1105
Summit Securities Group
New York
– -$210K -2,000 Closed
TWP
1106
Tower Wealth Partners
Pennsylvania
– -$209K -1,987 Closed
Empower Advisory Group
1107
Empower Advisory Group
Colorado
– -$209K -1,985 Closed
SRA
1108
Secured Retirement Advisors
Minnesota
– -$207K -1,967 Closed
TA
1109
TPG Advisors
Illinois
– -$205K -1,954 Closed
Wolverine Trading
1110
Wolverine Trading
Illinois
– -$202K -1,948 Closed
LA
1111
Legacy Advisors
Pennsylvania
– -$205K -1,940 Closed
MWM
1112
Modera Wealth Management
New Jersey
– -$203K -1,928 Closed
FB
1113
Fulton Bank
Pennsylvania
– -$202K -1,924 Closed
VFA
1114
Values First Advisors
Tennessee
– -$177K -1,682 Closed
PIM
1115
Plato Investment Management
Australia
– -$175K -1,661 Closed
EBA
1116
Eagle Bay Advisors
New York
– -$123K -1,161 Closed
AWM
1117
Avior Wealth Management
Nebraska
– -$88.9K -846 Closed
BC
1118
Bayforest Capital
United Kingdom
– -$85.1K -810 Closed
KG
1119
Kieckhefer Group
Wisconsin
– -$84.1K -800 Closed
KBFS
1120
Kohmann Bosshard Financial Services
Ohio
– -$63.8K -607 Closed
CJ
1121
Caitlin John
Michigan
– -$61.5K -585 Closed
VWM
1122
Venturi Wealth Management
Texas
– -$54K -514 Closed
PGAM
1123
Princeton Global Asset Management
New Jersey
– -$52.6K -500 Closed
TCG
1124
Transcendent Capital Group
Oklahoma
– -$47.3K -450 Closed
VHAM
1125
Van Hulzen Asset Management
California
– -$42K -400 Closed