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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
626
TRUE Private Wealth Advisors
Oregon
$346K -$217 -3 -0.1%
TW
627
TrinityPoint Wealth
Connecticut
$346K +$3.69K +51 +1%
VCA
628
Verdence Capital Advisors
Maryland
$345K +$5.07K +70 +2%
NI
629
NCP Inc
California
$338K +$305K +4,213 New
TC
630
TwinBeech Capital
New York
$338K +$305K +4,210 New
CIA
631
Concurrent Investment Advisors
Florida
$337K -$35.2K -487 -10%
DTL
632
Dynamic Technology Lab
Singapore
$337K -$235K -3,244 -44%
CFM
633
Catalyst Funds Management
Australia
$337K +$304K +4,200 New
CRC
634
Curi RMB Capital
Illinois
$336K +$303K +4,193 New
RCM
635
Raleigh Capital Management
North Carolina
$335K +$18.6K +257 +7%
KCPG
636
Kavar Capital Partners Group
Kansas
$333K -$300K -4,150 -50%
BWL
637
Bogart Wealth LLC
Virginia
$332K +$2.17K +30 +0.7%
MYAM
638
Meiji Yasuda Asset Management
Japan
$331K +$65.9K +910 +28%
DEM
639
Disciplined Equity Management
Florida
$328K -$2.6M -35,970 -90%
BP
640
Ballentine Partners
Massachusetts
$327K +$45.7K +631 +18%
ACM
641
Advisors Capital Management
New Jersey
$325K +$2.32K +32 +0.8%
CTC
642
Cetera Trust Company
Minnesota
$325K – – –
HCM
643
Howland Capital Management
Massachusetts
$325K – – –
CBB
644
Citizens Business Bank
California
$321K – – –
MGIA
645
Moneta Group Investment Advisors
Missouri
$320K -$60.4K -835 -17%
MPM
646
MBB Public Markets
Illinois
$316K +$285K +3,943 New
OFS
647
OneAscent Financial Services
Alabama
$316K +$285K +3,937 New
AAS
648
Ameritas Advisory Services
Nebraska
$315K +$286K +3,950 New
AAG
649
Armstrong Advisory Group
Massachusetts
$314K – – –
PNC
650
Park National Corp
Ohio
$313K – – –
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26
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