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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
551
Kapstone Financial Advisors
Ohio
$344K – – –
ASC
552
Atalanta Sosnoff Capital
New York
$344K -$9.53K -156 -3%
QC
553
Quadrature Capital
United Kingdom
$340K +$350K +5,724 New
NS
554
NBC Securities
Alabama
$334K +$344K +5,634 New
EWM
555
Empirical Wealth Management
Washington
$333K +$15.3K +250 +5%
MRCM
556
M&R Capital Management
New Jersey
$329K +$16.6K +272 +5%
GWM
557
Geneos Wealth Management
Colorado
$328K -$306 -5 -0.1%
HCM
558
HGI Capital Management
New York
$327K -$1.75M -28,686 -84%
PWP
559
Principle Wealth Partners
Connecticut
$319K -$54.1K -885 -14%
SEP
560
Southland Equity Partners
Missouri
$318K +$61 +1 +0%
FMP
561
Financial Management Professionals
Texas
$317K -$17.1K -280 -5%
VSQM
562
V-Square Quantitative Management
Illinois
$316K +$218K +3,567 +203%
CB
563
Cadence Bank
Mississippi
$316K – – –
ISWM
564
Independent Solutions Wealth Management
New York
$316K -$26.6K -436 -8%
CT
565
Coastline Trust
Rhode Island
$316K -$5.19K -85 -2%
KWA
566
Kingswood Wealth Advisors
California
$316K +$324K +5,309 New
CIA
567
Choate Investment Advisors
Massachusetts
$315K +$324K +5,301 New
IF
568
Intrua Financial
Texas
$310K -$39.7K -649 -11%
SPA
569
Sherbrooke Park Advisers
New York
$308K +$317K +5,180 New
PFA
570
Pinnacle Family Advisors
Missouri
$308K -$1.04K -17 -0.3%
CC
571
Centiva Capital
New York
$302K +$310K +5,076 New
DWA
572
Dorsey Wright & Associates
California
$299K +$2.93K +48 +1%
WWG
573
West Wealth Group
California
$297K – – –
AAM
574
Aureus Asset Management
Massachusetts
$295K +$303K +4,965 New
TYCC
575
Texas Yale Capital Corp
Florida
$293K -$16.8K -275 -5%
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