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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
476
Golden State Wealth Management
California
$12K +$15.1K +500 New
VNA
477
Valley National Advisers
Pennsylvania
$12K +$15.1K +500 New
PG
478
Proffitt & Goodson
Tennessee
$11K – – –
PCM
479
Penserra Capital Management
California
$10K -$13.6K -450 -51%
WT
480
Whittier Trust
California
$10K – – –
TAIM
481
TD Ameritrade Investment Management
Nebraska
$10K +$12.5K +412 New
BWM
482
Baystate Wealth Management
Massachusetts
$9K +$212 +7 +2%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$9K +$6.11K +202 +129%
EIP
484
Ellis Investment Partners
Pennsylvania
$8K – – –
BFC
485
Bedel Financial Consulting
Indiana
$8K +$212 +7 +2%
KPW
486
Kore Private Wealth
New York
$8K +$10K +331 New
AWA
487
Arkadios Wealth Advisors
Georgia
$7.14K – – –
CCM
488
Covington Capital Management
California
$7K -$4.54K -150 -33%
OPS
489
Orion Portfolio Solutions
Nebraska
$7K -$847 -28 -9%
ARMC
490
American Research & Management Company
Massachusetts
$7K – – –
FWM
491
Focused Wealth Management
New York
$7K – – –
IFAM
492
Institutional & Family Asset Management
Colorado
$7K – – –
FANJ
493
Financial Architects (New Jersey)
New Jersey
$7K +$182 +6 +2%
WQ
494
Wealth Quarterback
New Jersey
$6.88K +$151 +5 +2%
ZB
495
Zions Bancorporation
Utah
$6K -$7.99K -264 -50%
IRC
496
Investors Research Corp
Georgia
$6K – – –
LS
497
Leelyn Smith
Illinois
$5K – – –
ETC
498
Exchange Traded Concepts
Oklahoma
$5K +$3.21K +106 +102%
AIS
499
Accurate Investment Solutions
Pennsylvania
$5K +$5.81K +192 New
BWM
500
BerganKDV Wealth Management
Minnesota
$4K -$2.88K -95 -35%
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