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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
601
Newbridge Financial Services Group
Florida
$36K +$11.5K +275 +47%
BWL
602
Bogart Wealth LLC
Virginia
$36K +$35.9K +857 New
KFS
603
Kelly Financial Services
Massachusetts
$36K +$62.4K +1,488 +4,133%
TWM
604
Tradition Wealth Management
Minnesota
$35K +$545 +13 +2%
HR
605
Howe & Rusling
New York
$34K – – –
ETC
606
Exchange Traded Concepts
Oklahoma
$32K +$23.1K +550 +282%
WPA
607
West Paces Advisors
Georgia
$31.1K +$4.74K +113 +18%
LSA
608
Leonteq Securities AG
Switzerland
$30.2K +$29.9K +714 New
VNA
609
Valley National Advisers
Pennsylvania
$29K – – –
HNB
610
Huntington National Bank
Ohio
$28K – – –
CA
611
Clearstead Advisors
Ohio
$26K +$21.4K +511 +532%
MPWT
612
MassMutual Private Wealth & Trust
Connecticut
$25K +$2.68K +64 +12%
SCM
613
Silvant Capital Management
Georgia
$24K – – –
WB
614
Webster Bank
Connecticut
$24K – – –
SIS
615
Sound Income Strategies
Florida
$23K -$12.6K -300 -36%
FWM
616
Focused Wealth Management
New York
$22K +$294 +7 +1%
PCM
617
Penserra Capital Management
California
$21K -$9.06K -216 -30%
SWM
618
Spire Wealth Management
Virginia
$21K -$8.39K -200 -29%
ST
619
Smithfield Trust
Pennsylvania
$21K – – –
WWMSC
620
Wagner Wealth Management (South Carolina)
South Carolina
$21K – – –
FA
621
Financial Avengers
California
$21K +$336 +8 +2%
CI
622
CX Institutional
Indiana
$19K +$3.77K +90 +26%
BWM
623
Baystate Wealth Management
Massachusetts
$18K +$294 +7 +2%
SL
624
Savior LLC
Massachusetts
$18K +$17.6K +420 New
AA
625
AlphaMark Advisors
Kentucky
$17K – – –
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