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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
526
Howe & Rusling
New York
$28K -$16.7K -601 -39%
WT
527
Whittier Trust
California
$28K – – –
CWC
528
Carolinas Wealth Consulting
North Carolina
$27K +$12.8K +463 +110%
VCG
529
Vantage Consulting Group
Virginia
$26K +$24.3K +876 New
CTC
530
Central Trust Company
Missouri
$24K – – –
TWM
531
Tradition Wealth Management
Minnesota
$24K +$22.3K +803 New
RA
532
Reby Advisors
Connecticut
$22K +$20.8K +750 New
RFA
533
Reilly Financial Advisors
California
$22K +$20.8K +750 New
AWG
534
Altus Wealth Group
Colorado
$21K +$19.4K +700 New
VNA
535
Valley National Advisers
Pennsylvania
$20K – – –
DOA
536
D'Orazio & Associates
Virginia
$20K +$9.82K +354 +114%
WPA
537
West Paces Advisors
Georgia
$18.3K – – –
QCG
538
Quadrant Capital Group
Ohio
$18K +$9.68K +349 +130%
SCM
539
Silvant Capital Management
Georgia
$17K – – –
PCM
540
Penserra Capital Management
California
$17K +$3.55K +128 +27%
BCWM
541
Bartlett & Co Wealth Management
Ohio
$16.4K – – –
BC
542
Bartlett & Co
Ohio
$16K – – –
SIS
543
Sound Income Strategies
Florida
$16K – – –
WB
544
Webster Bank
Connecticut
$16K – – –
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$16K +$1.19K +43 +9%
BFC
546
Bedel Financial Consulting
Indiana
$16K +$4.69K +169 +45%
PWMG
547
Prestige Wealth Management Group
New Jersey
$16K +$13.5K +488 +1,190%
VFA
548
Valeo Financial Advisors
Indiana
$16K +$13.9K +500 +1,111%
HA
549
H2O AM
United Kingdom
$15K – – –
ST
550
Smithfield Trust
Pennsylvania
$15K +$2.77K +100 +25%
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