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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
401
Redhawk Wealth Advisors
Minnesota
$1.25M +$51.8K +640 +5%
FDCDDQ
402
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$948K +11,712 +530%
RFM
403
Royal Fund Management
Florida
$1.24M -$128K -1,579 -10%
MCM
404
MAI Capital Management
Ohio
$1.24M +$141K +1,744 +14%
HG
405
Herbst Group
Connecticut
$1.21M – – –
MLL
406
Moody Lynn & Lieberson
Massachusetts
$1.21M – – –
WFS
407
Widmann Financial Services
Maryland
$1.21M – – –
CTA
408
Chesley Taft & Associates
Illinois
$1.2M -$103K -1,275 -9%
KWA
409
Kingswood Wealth Advisors
California
$1.19M +$683K +8,434 +173%
SLAM
410
Swiss Life Asset Management
$1.19M +$582K +7,188 +118%
EOJOAM
411
E. Ohman J:or Asset Management
Sweden
$1.19M +$105K +1,300 +11%
CSPIA
412
Cary Street Partners Investment Advisory
Virginia
$1.18M -$188K -2,319 -15%
TSWM
413
Tyler-Stone Wealth Management
Ohio
$1.17M -$60.7K -750 -5%
EF
414
Empowered Funds
Pennsylvania
$1.17M -$8.35M -103,130 -89%
FFN
415
Focus Financial Network
Minnesota
$1.17M -$29.1K -360 -3%
PL
416
Perpetual Ltd
Australia
$1.16M +$1.05M +12,980 New
EGM
417
Engineers Gate Manager
New York
$1.16M +$327K +4,038 +46%
CIM
418
Contravisory Investment Management
Massachusetts
$1.15M -$21.4K -264 -2%
KA
419
Kintegral Advisory
New York
$1.14M +$55.3K +683 +6%
CFGS
420
Concourse Financial Group Securities
Alabama
$1.13M +$264K +3,261 +35%
WCM
421
WealthBridge Capital Management
Ohio
$1.13M +$5.67K +70 +0.6%
RPSA
422
Richard P. Slaughter Associates
Texas
$1.12M -$752K -9,291 -43%
RIM
423
Rakuten Investment Management
Japan
$1.11M +$375K +4,628 +59%
CGA
424
Crescent Grove Advisors
Illinois
$1.11M – – –
KIG
425
Kessler Investment Group
Indiana
$1.11M +$998K +12,330 New
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