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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
576
Hudson Valley Investment Advisors
New York
$486K +$578K +7,145 New
GSEP
577
Golden State Equity Partners
California
$485K +$438K +5,415 New
NS
578
NBC Securities
Alabama
$483K -$2.75K -34 -0.6%
S
579
SignatureFD
Georgia
$479K +$7.85K +97 +2%
SPC
580
Sigma Planning Corp
Michigan
$478K -$104K -1,285 -19%
AAM
581
Augustine Asset Management
Florida
$476K +$12.9K +160 +3%
JFG
582
Jefferies Financial Group
New York
$473K +$70.4K +870 +20%
CT
583
Coastline Trust
Rhode Island
$470K – – –
PFA
584
Pinnacle Family Advisors
Missouri
$467K -$971 -12 -0.2%
VR
585
Valued Retirements
Texas
$466K – – –
SWP
586
Strategic Wealth Partners
Ohio
$463K +$418K +5,170 New
SRL
587
Scientech Research LLC
New Jersey
$463K +$191K +2,366 +85%
PCS
588
Personal CFO Solutions
New Jersey
$458K +$8.66K +107 +2%
SAM
589
Secure Asset Management
Michigan
$451K +$407K +5,035 New
NAMNJ
590
NorthStar Asset Management (New Jersey)
New Jersey
$450K – – –
PWP
591
Perfromance Wealth Partners
Illinois
$449K +$9.55K +118 +2%
WWG
592
West Wealth Group
California
$448K – – –
TYCC
593
Texas Yale Capital Corp
Florida
$441K – – –
DT
594
Diversified Trust
Tennessee
$439K -$401K -4,957 -50%
WT
595
Whittier Trust
California
$437K +$154K +1,899 +64%
SWM
596
Sculati Wealth Management
Michigan
$436K – – –
SEP
597
Southland Equity Partners
Missouri
$432K +$6.39K +79 +2%
SWM
598
SFG Wealth Management
Maryland
$432K -$18.8K -232 -5%
FMP
599
Financial Management Professionals
Texas
$428K +$33K +408 +9%
CI
600
CX Institutional
Indiana
$425K -$1.05K -13 -0.3%
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