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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
601
Southland Equity Partners
Missouri
$380K -$38.1K -527 -10%
TFA
602
Teamwork Financial Advisors
Texas
$377K -$2.61K -36 -0.8%
RWB
603
RMR Wealth Builders
New Jersey
$377K +$339K +4,686 New
HNWAG
604
High Net Worth Advisory Group
Florida
$376K – – –
IMCOOI
605
Investment Management Corp of Ontario (IMCO)
Canada
$376K -$152K -2,100 -31%
GWM
606
Geneos Wealth Management
Colorado
$375K +$225K +3,102 +196%
GFG
607
Goldstone Financial Group
Illinois
$373K +$7.09K +98 +2%
PCM
608
Penserra Capital Management
California
$373K +$146K +2,023 +77%
JCIA
609
Jackson Creek Investment Advisors
Colorado
$370K +$334K +4,617 New
SC
610
Scotia Capital
Ontario, Canada
$370K – – –
PA
611
Profund Advisors
Maryland
$365K -$27.2K -376 -8%
CWG
612
Crown Wealth Group
North Carolina
$364K +$11.1K +153 +3%
AWM
613
Avior Wealth Management
Nebraska
$364K +$22.9K +316 +7%
WG
614
Welch Group
Alabama
$363K – – –
HI
615
Horizon Investments
North Carolina
$363K +$12.4K +171 +4%
WHC
616
Wulff, Hansen & Co
California
$363K – – –
LMKC
617
L.M. Kohn & Company
Ohio
$358K -$29.5K -408 -8%
LAM
618
LifePro Asset Management
California
$357K +$322K +4,455 New
TL
619
Tradewinds LLC
North Carolina
$354K +$320K +4,415 New
RWPA
620
Richard W. Paul & Associates
Michigan
$354K -$15.1K -209 -5%
GAM
621
Griffin Asset Management
New York
$353K -$107K -1,477 -25%
JFG
622
Jefferies Financial Group
New York
$353K +$319K +4,403 New
EI
623
EDMP Inc
Florida
$352K – – –
PWM
624
Perigon Wealth Management
California
$351K +$32.2K +445 +11%
FMP
625
Financial Management Professionals
Texas
$350K -$115K -1,585 -27%
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25
26 27