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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
476
Outlook Wealth Advisors
Texas
$627K -$117K -1,873 -17%
CCA
477
Checchi Capital Advisers
California
$626K +$124K +1,979 +28%
LNWWM
478
Laird Norton Wetherby Wealth Management
California
$616K -$7.59K -121 -1%
BBHC
479
Brown Brothers Harriman & Co
New York
$613K – – –
HA
480
Herold Advisors
New York
$613K +$63 +1 +0%
GRP
481
Global Retirement Partners
California
$612K +$9.79K +156 +2%
CFGS
482
Concourse Financial Group Securities
Alabama
$610K -$89.8K -1,432 -14%
DIM
483
Delta Investment Management
California
$610K +$547K +8,719 New
MFG
484
Merit Financial Group
Georgia
$607K -$44.5K -709 -8%
MS
485
Madden Securities
Texas
$607K -$3.14K -50 -0.6%
ECM
486
Everence Capital Management
Indiana
$607K – – –
HBT
487
Heartland Bank & Trust
Illinois
$604K +$5.21K +83 +1%
EH
488
Equitable Holdings
New York
$604K +$134K +2,130 +33%
RJT
489
Raymond James Trust
Florida
$602K -$2.95K -47 -0.5%
QT
490
Quantbot Technologies
New York
$599K +$537K +8,560 New
ACA
491
Atlas Capital Advisors
Wyoming
$597K +$24.9K +397 +5%
HHRDM
492
H&H Retirement Design & Management
Nevada
$596K – – –
AWA
493
Arete Wealth Advisors
Illinois
$593K +$96.9K +1,544 +22%
UWPG
494
Ullmann Wealth Partners Group
Florida
$587K +$5.08K +81 +1%
RIA
495
Realta Investment Advisors
Delaware
$583K -$338K -5,388 -39%
KCPG
496
Kavar Capital Partners Group
Kansas
$581K +$260K +4,150 +100%
AP
497
Atwood & Palmer
Missouri
$577K – – –
BAM
498
Belpointe Asset Management
Nevada
$562K +$49.4K +787 +11%
IAN
499
Integrated Advisors Network
Texas
$557K +$2.89K +46 +0.6%
PRC
500
Pearl River Capital
Michigan
$556K +$110K +1,761 +28%
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