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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
551
H2O AM
United Kingdom
$15K – – –
ST
552
Smithfield Trust
Pennsylvania
$15K +$2.77K +100 +25%
FWM
553
Focused Wealth Management
New York
$15K +$5.69K +205 +70%
HCM
554
Highlander Capital Management
New Jersey
$15K +$13.9K +500 New
PS
555
Planned Solutions
California
$15K +$13.9K +500 New
FA
556
Financial Avengers
California
$14K +$13.5K +488 New
AA
557
AlphaMark Advisors
Kentucky
$12K – – –
BWM
558
Baystate Wealth Management
Massachusetts
$12K +$250 +9 +2%
SIM
559
Seaview Investment Managers
Florida
$12K +$11.8K +425 New
WTC
560
WhitTier Trust Company
Nevada
$10K -$9.63K -347 -51%
AJ
561
Ashburton (Jersey)
Jersey
$10K – – –
ARMC
562
American Research & Management Company
Massachusetts
$9K – – –
IWP
563
IAG Wealth Partners
Wisconsin
$9K – – –
HIA
564
Harbor Investment Advisory
Maryland
$9K +$8.63K +311 New
PK
565
Pflug Koory
Nebraska
$9K +$8.94K +322 New
AWA
566
Arkadios Wealth Advisors
Georgia
$8K – – –
IFAM
567
Institutional & Family Asset Management
Colorado
$8K – – –
MLFP
568
MPS Loria Financial Planners
Illinois
$8K +$361 +13 +5%
CI
569
CX Institutional
Indiana
$8K +$5.49K +198 +248%
LS
570
Leelyn Smith
Illinois
$7K – – –
BWM
571
BerganKDV Wealth Management
Minnesota
$6K +$111 +4 +2%
DAC
572
Dividend Assets Capital
South Carolina
$6K +$5.55K +200 New
JWA
573
JFS Wealth Advisors
Pennsylvania
$6K +$6.1K +220 New
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$5K -$6.13K -221 -56%
TWA
575
TCI Wealth Advisors
Arizona
$5K -$3.91K -141 -47%
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