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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
401
Focus Financial Network
Minnesota
$786K +$9.59K +157 +1%
CBOR
402
Community Bank of Raymore
Missouri
$785K +$65.4K +1,070 +9%
RIA
403
Realta Investment Advisors
Delaware
$780K +$18.9K +310 +2%
PCM
404
Princeton Capital Management
New Jersey
$778K – – –
FIM
405
Freedom Investment Management
Connecticut
$778K -$117K -1,919 -13%
Envestnet Portfolio Solutions
406
Envestnet Portfolio Solutions
Illinois
$761K +$782K +12,805 New
CWM
407
C2C Wealth Management
Arizona
$756K -$7.15K -117 -0.9%
Wolverine Trading
408
Wolverine Trading
Illinois
$752K -$649K -10,619 -46%
PMA
409
Prudent Man Advisors
Illinois
$746K – – –
SC
410
Savant Capital
Illinois
$734K -$1.77K -29 -0.2%
SSWM
411
Strait & Sound Wealth Management
California
$733K -$2.02K -33 -0.3%
HPC
412
HM Payson & Co
Maine
$729K -$183 -3 -0%
MCM
413
MAI Capital Management
Ohio
$729K +$151K +2,466 +25%
KA
414
Kintegral Advisory
New York
$728K -$428 -7 -0.1%
JIP
415
Jaffetilchin Investment Partners
Florida
$726K +$746K +12,213 New
HG
416
Herbst Group
Connecticut
$725K -$605K -9,900 -45%
CAG
417
Csenge Advisory Group
Florida
$719K -$125K -2,043 -14%
FM
418
Foster & Motley
Ohio
$710K -$1.1M -17,975 -60%
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$691K +$8.13K +133 +1%
MWPCG
420
Measured Wealth Private Client Group
New Hampshire
$690K -$16.3K -267 -2%
AIFAIM
421
American Institute for Advanced Investment Management
Arizona
$685K -$40.1K -656 -6%
IWC
422
Integrated Wealth Concepts
Massachusetts
$685K -$1.83K -30 -0.3%
PAM
423
Pegasus Asset Management
New York
$683K – – –
WCM
424
WealthBridge Capital Management
Ohio
$678K +$32.2K +527 +5%
RPCONE
425
Retirement Planning Company of New England
Rhode Island
$674K -$14.8K -242 -2%
15 16
17
18 19