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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
526
Concord Wealth Partners
Virginia
$29K +$27.7K +1,000 New
SN
527
Sittner & Nelson
Oregon
$29K +$27.7K +1,000 New
HR
528
Howe & Rusling
New York
$28K -$16.7K -601 -39%
WT
529
Whittier Trust
California
$28K – – –
CWC
530
Carolinas Wealth Consulting
North Carolina
$27K +$12.8K +463 +110%
VCG
531
Vantage Consulting Group
Virginia
$26K +$24.3K +876 New
CTC
532
Central Trust Company
Missouri
$24K – – –
TWM
533
Tradition Wealth Management
Minnesota
$24K +$22.3K +803 New
RA
534
Reby Advisors
Connecticut
$22K +$20.8K +750 New
RFA
535
Reilly Financial Advisors
California
$22K +$20.8K +750 New
AWG
536
Altus Wealth Group
Colorado
$21K +$19.4K +700 New
VNA
537
Valley National Advisers
Pennsylvania
$20K – – –
DOA
538
D'Orazio & Associates
Virginia
$20K +$9.82K +354 +114%
WPA
539
West Paces Advisors
Georgia
$18.3K – – –
QCG
540
Quadrant Capital Group
Ohio
$18K +$9.68K +349 +130%
SCM
541
Silvant Capital Management
Georgia
$17K – – –
PCM
542
Penserra Capital Management
California
$17K +$3.55K +128 +27%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$16.4K – – –
BC
544
Bartlett & Co
Ohio
$16K – – –
SIS
545
Sound Income Strategies
Florida
$16K – – –
WB
546
Webster Bank
Connecticut
$16K – – –
MPWT
547
MassMutual Private Wealth & Trust
Connecticut
$16K +$1.19K +43 +9%
BFC
548
Bedel Financial Consulting
Indiana
$16K +$4.69K +169 +45%
PWMG
549
Prestige Wealth Management Group
New Jersey
$16K +$13.5K +488 +1,190%
VFA
550
Valeo Financial Advisors
Indiana
$16K +$13.9K +500 +1,111%
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