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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIM
351
Eagle Ridge Investment Management
Connecticut
$982K – – –
CB
352
Commerce Bank
Missouri
$978K -$12M -237,465 -92%
FIM
353
Freedom Investment Management
Connecticut
$972K -$433K -8,580 -31%
LC
354
Lavaca Capital
Texas
$963K -$3.18K -63 -0.3%
AFA
355
Abacus FCF Advisors
Florida
$952K -$21.7K -429 -2%
FM
356
Foster & Motley
Ohio
$951K +$284K +5,619 +42%
FA
357
Fagan Associates
New York
$951K +$4.09K +81 +0.4%
SS
358
Simplicity Solutions
Minnesota
$944K -$102K -2,026 -10%
LSERS
359
Louisiana State Employees Retirement System
Louisiana
$937K +$10.1K +200 +1%
PFA
360
Pathway Financial Advisers
Indiana
$920K +$932K +18,454 New
RBFC
361
Roman Butler Fullerton & Co
Missouri
$917K -$22.8K -452 -3%
LNC
362
Lincoln National Corp
Pennsylvania
$914K +$302K +5,984 +48%
SSWM
363
Strait & Sound Wealth Management
California
$905K +$874K +17,305 New
TI
364
Tidal Investments
Wisconsin
$879K +$74.1K +1,468 +9%
CAS
365
Coppell Advisory Solutions
Texas
$868K +$879K +17,409 New
CASC
366
Coppell Advisory Solutions Corp
Texas
$868K +$879K +17,409 New
TSWM
367
Tyler-Stone Wealth Management
Ohio
$861K +$17.7K +350 +2%
AIP
368
Ahrens Investment Partners
Louisiana
$860K +$98K +1,941 +13%
HW
369
Hancock Whitney
Mississippi
$851K -$3.03K -60 -0.4%
LDB
370
Lee, Danner & Bass
Tennessee
$844K – – –
AR
371
Advisory Research
Illinois
$843K – – –
EFS
372
Essex Financial Services
Connecticut
$840K +$39.4K +781 +5%
HH
373
Hilltop Holdings
Texas
$830K – – –
RFM
374
Royal Fund Management
Florida
$825K +$44K +872 +6%
HT
375
Heritage Trust
Oklahoma
$822K +$833K +16,496 New
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