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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
576
InceptionR
California
$488K +$125K +1,550 +40%
HVIA
577
Hudson Valley Investment Advisors
New York
$486K +$578K +7,145 New
GSEP
578
Golden State Equity Partners
California
$485K +$438K +5,415 New
NS
579
NBC Securities
Alabama
$483K -$2.75K -34 -0.6%
S
580
SignatureFD
Georgia
$479K +$7.85K +97 +2%
SPC
581
Sigma Planning Corp
Michigan
$478K -$104K -1,285 -19%
AAM
582
Augustine Asset Management
Florida
$476K +$12.9K +160 +3%
JFG
583
Jefferies Financial Group
New York
$473K +$70.4K +870 +20%
CT
584
Coastline Trust
Rhode Island
$470K – – –
PFA
585
Pinnacle Family Advisors
Missouri
$467K -$971 -12 -0.2%
VR
586
Valued Retirements
Texas
$466K – – –
SWP
587
Strategic Wealth Partners
Ohio
$463K +$418K +5,170 New
SRL
588
Scientech Research LLC
New Jersey
$463K +$191K +2,366 +85%
PCS
589
Personal CFO Solutions
New Jersey
$458K +$8.66K +107 +2%
SAM
590
Secure Asset Management
Michigan
$451K +$407K +5,035 New
NAMNJ
591
NorthStar Asset Management (New Jersey)
New Jersey
$450K – – –
PWP
592
Perfromance Wealth Partners
Illinois
$449K +$9.55K +118 +2%
WWG
593
West Wealth Group
California
$448K – – –
TYCC
594
Texas Yale Capital Corp
Florida
$441K – – –
DT
595
Diversified Trust
Tennessee
$439K -$401K -4,957 -50%
WT
596
Whittier Trust
California
$437K +$154K +1,899 +64%
SWM
597
Sculati Wealth Management
Michigan
$436K – – –
SEP
598
Southland Equity Partners
Missouri
$432K +$6.39K +79 +2%
SWM
599
SFG Wealth Management
Maryland
$432K -$18.8K -232 -5%
FMP
600
Financial Management Professionals
Texas
$428K +$33K +408 +9%
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