Institutional Owners for IRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | Equity | 701 | $596,649 | 8,526 | 0.00 | 0.00 | 397 | 4.88 | 12-31-2023 |
| H&H RETIREMENT DESIGN & MANAGEMENT INC | COM | 702 | $448,621 | 8,524 | 0.00 | 0.35 | 99 | 1.18 | 12-31-2022 |
| ARETE WEALTH ADVISORS LLC | COM | 703 | $593,477 | 8,481 | 0.00 | 0.00 | 1,544 | 22.26 | 12-31-2023 |
| FORMIDABLE ASSET MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.10 | 0.18 | -7,215 | -46.04 | 12-31-2023 |
