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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAU
626
Alliance Wealth Advisors (Utah)
Utah
$418K +$395K +4,096 New
DEM
627
Disciplined Equity Management
Florida
$416K – – –
AFG
628
Atomi Financial Group
New York
$415K +$149K +1,551 +62%
SWM
629
SFG Wealth Management
Maryland
$414K – – –
AIA
630
Armor Investment Advisors
North Carolina
$414K -$28.9K -300 -7%
AWP
631
Axis Wealth Partners
Rhode Island
$412K +$1.25K +13 +0.3%
CWG
632
Cornerstone Wealth Group
North Carolina
$411K -$1.83K -19 -0.5%
PFA
633
Pathway Financial Advisers
Indiana
$403K -$597K -6,199 -61%
SAM
634
Secure Asset Management
Michigan
$403K -$67.7K -703 -15%
CBB
635
Citizens Business Bank
California
$402K +$13.4K +139 +4%
BWL
636
Bogart Wealth LLC
Virginia
$399K +$482 +5 +0.1%
SC
637
Syon Capital
California
$398K +$113K +1,168 +43%
PNC
638
Park National Corp
Ohio
$391K – – –
CAM
639
Cresset Asset Management
Illinois
$391K – – –
SWM
640
Sculati Wealth Management
Michigan
$389K -$48.2K -500 -12%
LWA
641
Ledgewood Wealth Advisors
New Hampshire
$388K – – –
ACA
642
Aptus Capital Advisors
Alabama
$387K -$352K -3,649 -49%
CWG
643
Crown Wealth Group
North Carolina
$386K +$1.06K +11 +0.3%
RWB
644
RMR Wealth Builders
New Jersey
$380K +$7.71K +80 +2%
ETC
645
Exchange Traded Concepts
Oklahoma
$379K +$162K +1,680 +83%
SIA
646
Strategic Investment Advisors
Michigan
$378K -$29.1K -302 -8%
CG
647
Caprock Group
Idaho
$377K +$393K +4,081 New
KFGK
648
Keystone Financial Group (Kentucky)
Kentucky
$375K +$96.3K +1,000 +37%
CS
649
Capital Square
Tennessee
$374K +$22.8K +237 +7%
CTC
650
Cetera Trust Company
Minnesota
$373K – – –
24 25
26
27 28