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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
651
Blue Trust Inc
Georgia
$80K +$6.66K +132 +8%
SIC
652
SJS Investment Consulting
Ohio
$79.8K – – –
TVWM
653
Tower View Wealth Management
Wisconsin
$77K +$1.01K +20 +1%
SWM
654
Spire Wealth Management
Virginia
$76K +$39.4K +781 +104%
FFC
655
First Financial Corp
Indiana
$74.8K – – –
PCM
656
Penserra Capital Management
California
$74K -$392K -7,762 -84%
FCMT
657
Founders Capital Management (Texas)
Texas
$70K – – –
SC
658
Schubert & Co
Texas
$69.3K -$19K -376 -21%
FHA
659
First Horizon Advisors
Tennessee
$68.3K – – –
SCM
660
Silvant Capital Management
Georgia
$65.2K – – –
CWC
661
Carolinas Wealth Consulting
North Carolina
$64.6K -$19.7K -390 -23%
CMBA
662
C.M. Bidwell & Associates
Hawaii
$64.1K +$64.9K +1,285 New
PFBT
663
Parkside Financial Bank & Trust
Missouri
$62.9K +$2.02K +40 +3%
BHWM
664
Bay Harbor Wealth Management
Maryland
$55K -$50 -1 -0.1%
AW
665
Avion Wealth
Texas
$55K – – –
SIS
666
Sound Income Strategies
Florida
$54.1K +$9.44K +187 +21%
SC
667
Sawyer & Company
Massachusetts
$54K – – –
SN
668
Sittner & Nelson
Oregon
$50.5K +$707 +14 +1%
HCP
669
Hexagon Capital Partners
Arkansas
$49.9K -$15.1K -300 -23%
FCA
670
FinTrust Capital Advisors
South Carolina
$49.9K +$50.5K +1,000 New
UB
671
UMB Bank
Missouri
$49K – – –
AWM
672
Accurate Wealth Management
Florida
$48.5K +$48.8K +966 New
NSIM
673
North Star Investment Management
Illinois
$48.4K – – –
TWA
674
TCI Wealth Advisors
Arizona
$47.1K – – –
AG
675
AIA Group
Hong Kong
$46.7K -$36.2K -717 -43%
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