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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCMT
501
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$1.16M +9,852 New
IWC
502
Integrated Wealth Concepts
Massachusetts
$1.03M -$162K -1,377 -12%
PAG
503
Private Advisory Group
Washington
$1.02M -$52K -443 -4%
APC
504
Aspire Private Capital
North Carolina
$1.01M +$30K +255 +3%
P
505
&Partners
Tennessee
$1.01M +$151K +1,283 +15%
BIA
506
Beacon Investment Advisors
Maryland
$999K -$4K -34 -0.4%
HF
507
HRT Financial
New York
$998K +$1.12M +9,500 New
MWPCG
508
Measured Wealth Private Client Group
New Hampshire
$983K -$36.3K -309 -3%
NMIMC
509
Northwestern Mutual Investment Management Company
Wisconsin
$979K +$2.47K +21 +0.2%
LNWWM
510
Laird Norton Wetherby Wealth Management
California
$970K +$34K +289 +3%
PCIA
511
Prime Capital Investment Advisors
Kansas
$965K -$145K -1,230 -12%
AI
512
Axecap Investments
Ohio
$962K +$60.5K +515 +6%
ETC
513
Exchange Traded Concepts
Oklahoma
$961K +$648K +5,511 +152%
SSWM
514
Strait & Sound Wealth Management
California
$959K +$587 +5 +0.1%
UWPG
515
Ullmann Wealth Partners Group
Florida
$958K +$5.17K +44 +0.5%
TC
516
TwinBeech Capital
New York
$956K +$1.07M +9,094 New
CAM
517
Columbia Asset Management
Michigan
$955K -$77.5K -660 -7%
OAM
518
Ostrum Asset Management
France
$949K -$43.8K -373 -4%
FFA
519
Founders Financial Alliance
North Carolina
$947K -$57K -485 -5%
VEA
520
Virtus ETF Advisers
New York
$944K -$705 -6 -0.1%
BCI
521
Brinker Capital Investments
Pennsylvania
$938K +$112K +957 +12%
OPS
522
Orion Portfolio Solutions
Nebraska
$938K +$112K +957 +12%
FHA
523
Flagship Harbor Advisors
Massachusetts
$936K +$115K +977 +12%
MCM
524
Monument Capital Management
Virginia
$934K -$25.6K -218 -2%
RPSA
525
Richard P. Slaughter Associates
Texas
$930K -$165K -1,405 -14%
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