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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
526
H2O AM
United Kingdom
$14K – – –
SIS
527
Sound Income Strategies
Florida
$14K – – –
SWM
528
Sugarloaf Wealth Management
Georgia
$14K – – –
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$13K – – –
PW
530
Price Wealth
Texas
$13K +$12.1K +425 +759%
HFA
531
HC Financial Advisors
California
$13K +$13.6K +478 New
PCM
532
Penserra Capital Management
California
$12K +$1.59K +56 +13%
CWC
533
Carolinas Wealth Consulting
North Carolina
$12K +$12K +420 New
ST
534
Smithfield Trust
Pennsylvania
$11K – – –
AA
535
AlphaMark Advisors
Kentucky
$11K +$5.69K +200 +100%
BFC
536
Bedel Financial Consulting
Indiana
$10K +$228 +8 +2%
BWM
537
Baystate Wealth Management
Massachusetts
$10K +$256 +9 +2%
OSAM
538
O'Shaughnessy Asset Management
Connecticut
$10K +$8.68K +305 +351%
AJ
539
Ashburton (Jersey)
Jersey
$9K – – –
CHAM
540
Clear Harbor Asset Management
Connecticut
$8.91K +$9.48K +333 New
AWA
541
Arkadios Wealth Advisors
Georgia
$8.25K – – –
TAIM
542
TD Ameritrade Investment Management
Nebraska
$8K -$3.93K -138 -31%
ARMC
543
American Research & Management Company
Massachusetts
$8K – – –
CCM
544
Covington Capital Management
California
$8K – – –
RIA
545
RPG Investment Advisory
California
$8K – – –
FWM
546
Focused Wealth Management
New York
$8K +$114 +4 +1%
DOA
547
D'Orazio & Associates
Virginia
$8K +$5.69K +200 +182%
IWP
548
IAG Wealth Partners
Wisconsin
$8K +$8.39K +295 New
TWA
549
TCI Wealth Advisors
Arizona
$8K +$8.51K +299 New
IFAM
550
Institutional & Family Asset Management
Colorado
$7K – – –
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