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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
626
First Horizon Advisors
Tennessee
$60K -$1.21K -24 -2%
SCM
627
Silvant Capital Management
Georgia
$58K – – –
HCP
628
Hexagon Capital Partners
Arkansas
$57K +$15.2K +300 +30%
AW
629
Avion Wealth
Texas
$56K +$15.2K +300 +31%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$54K -$2.93K -58 -5%
BWP
631
Baldwin Wealth Partners
Massachusetts
$53K – – –
BHWM
632
Bay Harbor Wealth Management
Maryland
$49K +$252 +5 +0.5%
GWSG
633
GPS Wealth Strategies Group
Colorado
$48K +$353 +7 +0.6%
SC
634
Sawyer & Company
Massachusetts
$47K – – –
SN
635
Sittner & Nelson
Oregon
$44K – – –
UB
636
UMB Bank
Missouri
$43K -$7.17K -142 -13%
NSIM
637
North Star Investment Management
Illinois
$43K – – –
TWA
638
TCI Wealth Advisors
Arizona
$42K – – –
WFA
639
Wipfli Financial Advisors
Wisconsin
$42K +$47.5K +941 New
BCMLT
640
Beacon Capital Management LLC (Tennessee)
Tennessee
$40K – – –
CC
641
Corsicana & Co
Texas
$40K – – –
SIS
642
Sound Income Strategies
Florida
$40K +$5.71K +113 +14%
PO
643
Private Ocean
California
$39K – – –
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$37K +$10.9K +215 +35%
ARMC
645
American Research & Management Company
Massachusetts
$36K – – –
PG
646
Proffitt & Goodson
Tennessee
$36K – – –
AWM
647
AllSquare Wealth Management
New York
$35K – – –
HR
648
Howe & Rusling
New York
$35K – – –
FPFS
649
First Personal Financial Services
North Carolina
$35K +$39.6K +785 New
AWM
650
Abound Wealth Management
Tennessee
$34.2K +$39.3K +778 New
24 25
26
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