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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
651
Howe & Rusling
New York
$35K – – –
FPFS
652
First Personal Financial Services
North Carolina
$35K +$39.6K +785 New
AWM
653
Abound Wealth Management
Tennessee
$34.2K +$39.3K +778 New
AF
654
Advisornet Financial
Minnesota
$34K -$4.8K -95 -11%
CT
655
Cambridge Trust
Massachusetts
$34K +$2.22K +44 +6%
AF
656
Allworth Financial
California
$34K +$22.3K +441 +132%
SWM
657
Spire Wealth Management
Virginia
$33K -$454 -9 -1%
AWM
658
Avior Wealth Management
Nebraska
$33K – – –
TAM
659
Tucker Asset Management
Colorado
$32.8K – – –
VNA
660
Valley National Advisers
Pennsylvania
$31K -$1.72K -34 -5%
LC
661
Lindbrook Capital
California
$28K +$2.22K +44 +7%
WB
662
Webster Bank
Connecticut
$24K – – –
FA
663
Financial Avengers
California
$24K +$353 +7 +1%
TCOV
664
Trust Company of Vermont
Vermont
$23K -$101 -2 -0.4%
FWM
665
Focused Wealth Management
New York
$23K +$151 +3 +0.6%
HBW
666
Hazlett, Burt & Watson
West Virginia
$22K – – –
DWP
667
Destiny Wealth Partners
Florida
$22K +$25.2K +500 New
GIA
668
GHP Investment Advisors
Colorado
$21K +$303 +6 +1%
HIIFS
669
Harel Insurance Investments & Financial Services
Israel
$20K -$27.8K -550 -55%
BAM
670
Byrne Asset Management
New Jersey
$20K – – –
GM
671
GeoWealth Management
Illinois
$20K +$3.64K +72 +19%
RTC
672
Riverview Trust Company
Washington
$19K – – –
BWM
673
Baystate Wealth Management
Massachusetts
$19K +$303 +6 +1%
PP
674
PFS Partners
New Jersey
$18.4K – – –
QCG
675
Quadrant Capital Group
Ohio
$18K -$2.42K -48 -11%
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