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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
501
Checchi Capital Advisers
California
$383K +$59.3K +1,131 +19%
BAM
502
Belpointe Asset Management
Nevada
$379K +$185K +3,530 +97%
HVIA
503
Hudson Valley Investment Advisors
New York
$378K – – –
KWM
504
Kingsview Wealth Management
Oregon
$378K +$14.8K +283 +4%
CII
505
Capital International Inc
California
$376K +$5.61K +107 +2%
GKWIM
506
Gerber Kawasaki Wealth & Investment Management
California
$375K +$3.14K +60 +0.9%
UWPG
507
Ullmann Wealth Partners Group
Florida
$370K +$4.51K +86 +1%
WAP
508
Wealthcare Advisory Partners
Pennsylvania
$369K -$21.5K -411 -6%
IRC
509
Investors Research Corp
Georgia
$368K – – –
SSWM
510
Sheets Smith Wealth Management
North Carolina
$365K – – –
VI
511
Vestcor Inc
New Brunswick, Canada
$365K – – –
SWM
512
Sculati Wealth Management
Michigan
$360K -$28.6K -545 -7%
CF
513
Centaurus Financial
California
$357K +$40.7K +777 +13%
SW
514
SteelPeak Wealth
California
$355K +$60.3K +1,150 +21%
OCBCO
515
Oversea-Chinese Banking Corp (OCBC)
Singapore
$354K – – –
EGA
516
E&G Advisors
Texas
$351K +$6.55K +125 +2%
CCM
517
Coldstream Capital Management
Washington
$349K -$31.3K -597 -8%
JWCA
518
J.W. Cole Advisors
Florida
$348K -$6.29K -120 -2%
AGA
519
Accuvest Global Advisors
Utah
$342K -$339K -6,473 -50%
BCV
520
Banque Cantonale Vaudoise
Switzerland
$342K – – –
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$339K -$3.77K -72 -1%
OC
522
Oppenheimer & Co
New York
$338K -$1.21K -23 -0.4%
EH
523
Equitable Holdings
New York
$338K +$335K +6,385 New
SEP
524
Southland Equity Partners
Missouri
$331K -$2.83K -54 -0.9%
PWP
525
Principle Wealth Partners
Connecticut
$330K +$10.2K +195 +3%
19 20
21
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