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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
626
Financial Management Professionals
Texas
$350K -$115K -1,585 -27%
TPWA
627
TRUE Private Wealth Advisors
Oregon
$346K -$217 -3 -0.1%
TW
628
TrinityPoint Wealth
Connecticut
$346K +$3.69K +51 +1%
VCA
629
Verdence Capital Advisors
Maryland
$345K +$5.07K +70 +2%
NI
630
NCP Inc
California
$338K +$305K +4,213 New
TC
631
TwinBeech Capital
New York
$338K +$305K +4,210 New
CIA
632
Concurrent Investment Advisors
Florida
$337K -$35.2K -487 -10%
DTL
633
Dynamic Technology Lab
Singapore
$337K -$235K -3,244 -44%
CFM
634
Catalyst Funds Management
Australia
$337K +$304K +4,200 New
CRC
635
Curi RMB Capital
Illinois
$336K +$303K +4,193 New
RCM
636
Raleigh Capital Management
North Carolina
$335K +$18.6K +257 +7%
KCPG
637
Kavar Capital Partners Group
Kansas
$333K -$300K -4,150 -50%
BWL
638
Bogart Wealth LLC
Virginia
$332K +$2.17K +30 +0.7%
MYAM
639
Meiji Yasuda Asset Management
Japan
$331K +$65.9K +910 +28%
DEM
640
Disciplined Equity Management
Florida
$328K -$2.6M -35,970 -90%
BP
641
Ballentine Partners
Massachusetts
$327K +$45.7K +631 +18%
ACM
642
Advisors Capital Management
New Jersey
$325K +$2.32K +32 +0.8%
CTC
643
Cetera Trust Company
Minnesota
$325K – – –
HCM
644
Howland Capital Management
Massachusetts
$325K – – –
CBB
645
Citizens Business Bank
California
$321K – – –
MGIA
646
Moneta Group Investment Advisors
Missouri
$320K -$60.4K -835 -17%
MPM
647
MBB Public Markets
Illinois
$316K +$285K +3,943 New
OFS
648
OneAscent Financial Services
Alabama
$316K +$285K +3,937 New
AAS
649
Ameritas Advisory Services
Nebraska
$315K +$286K +3,950 New
AAG
650
Armstrong Advisory Group
Massachusetts
$314K – – –
24 25
26
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