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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
651
Carolinas Wealth Consulting
North Carolina
$91K -$524 -11 -0.7%
RG
652
Retirement Group
California
$91K +$381 +8 +0.5%
AAP
653
Arax Advisory Partners
Colorado
$87K +$1.52K +32 +2%
HNB
654
Huntington National Bank
Ohio
$86K +$2K +42 +3%
RE
655
RBC Europe
United Kingdom
$84K – – –
FFC
656
First Financial Corp
Indiana
$83K – – –
TVWM
657
Tower View Wealth Management
Wisconsin
$83K – – –
T
658
TOBAM
France
$80K -$50.3K -1,057 -42%
FHA
659
First Horizon Advisors
Tennessee
$80K +$524 +11 +0.8%
ARMC
660
American Research & Management Company
Massachusetts
$77K – – –
EI
661
Ellevest Inc
New York
$72K +$31.5K +662 +104%
SCM
662
Silvant Capital Management
Georgia
$72K +$35.2K +740 +134%
BFC
663
Bedel Financial Consulting
Indiana
$71K +$286 +6 +0.5%
HCP
664
Hexagon Capital Partners
Arkansas
$69K +$4.76K +100 +9%
FCMT
665
Founders Capital Management (Texas)
Texas
$68K – – –
CSIA
666
Carl Stuart Investment Advisor
Texas
$67.3K +$57.9K +1,215 New
PFBT
667
Parkside Financial Bank & Trust
Missouri
$67K +$4.14K +87 +8%
PGAM
668
Princeton Global Asset Management
New Jersey
$66K +$56.7K +1,191 New
PG
669
Proffitt & Goodson
Tennessee
$63K – – –
UB
670
UMB Bank
Missouri
$62K – – –
SWM
671
Spire Wealth Management
Virginia
$60K -$14.3K -300 -22%
GWSG
672
GPS Wealth Strategies Group
Colorado
$60K +$333 +7 +0.7%
BHWM
673
Bay Harbor Wealth Management
Maryland
$60K +$51.8K +1,088 New
SN
674
Sittner & Nelson
Oregon
$55K – – –
BWP
675
Baldwin Wealth Partners
Massachusetts
$55K +$47.6K +1,000 New
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