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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
651
GPS Wealth Strategies Group
Colorado
$53K +$368 +7 +0.6%
LS
652
Livforsakringsbolaget Skandia
Sweden
$52K -$89.5K -1,700 -62%
SC
653
Sawyer & Company
Massachusetts
$52K -$43.4K -825 -43%
HCP
654
Hexagon Capital Partners
Arkansas
$49K -$12.7K -241 -19%
SN
655
Sittner & Nelson
Oregon
$49K – – –
HIIFS
656
Harel Insurance Investments & Financial Services
Israel
$49K +$10.5K +200 +25%
TWM
657
Tradition Wealth Management
Minnesota
$48K +$474 +9 +0.9%
AW
658
Avion Wealth
Texas
$47K – – –
NSIM
659
North Star Investment Management
Illinois
$47K – – –
TWA
660
TCI Wealth Advisors
Arizona
$46K – – –
BCMLT
661
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K – – –
C
662
Covestor
United Kingdom
$44K -$217K -4,120 -82%
CC
663
Corsicana & Co
Texas
$44K – – –
PO
664
Private Ocean
California
$43K – – –
AF
665
Advisornet Financial
Minnesota
$42K +$2.89K +55 +7%
PG
666
Proffitt & Goodson
Tennessee
$40K -$16.1K -306 -27%
ARMC
667
American Research & Management Company
Massachusetts
$39K -$30.6K -581 -42%
AWM
668
AllSquare Wealth Management
New York
$39K – – –
HR
669
Howe & Rusling
New York
$39K – – –
SIS
670
Sound Income Strategies
Florida
$38K – – –
SWM
671
Spire Wealth Management
Virginia
$37K -$17.1K -325 -30%
AWM
672
Avior Wealth Management
Nebraska
$37K – – –
CT
673
Cambridge Trust
Massachusetts
$36K +$38.7K +735 New
VNA
674
Valley National Advisers
Pennsylvania
$34K – – –
CI
675
CX Institutional
Indiana
$33K +$35.9K +682 New
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