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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
651
Cetera Trust Company
Minnesota
$363K – – –
HFM
652
Hartford Funds Management
Pennsylvania
$362K +$327K +4,044 New
ACM
653
Advisors Capital Management
New Jersey
$362K -$971 -12 -0.3%
CG
654
Caprock Group
Idaho
$361K +$56.2K +694 +21%
CBB
655
Citizens Business Bank
California
$358K – – –
DWA
656
Dorsey Wright & Associates
California
$356K -$80.9K -999 -20%
AAS
657
Ameritas Advisory Services
Nebraska
$354K -$405 -5 -0.1%
CWP
658
Core Wealth Partners
California
$350K +$1.05K +13 +0.3%
PNC
659
Park National Corp
Ohio
$350K – – –
CWG
660
Cornerstone Wealth Group
North Carolina
$348K +$5.91K +73 +2%
AFG
661
Atomi Financial Group
New York
$348K +$88.2K +1,090 +39%
OBWG
662
Onyx Bridge Wealth Group
New York
$348K – – –
HGERS
663
Householder Group Estate & Retirement Specialist
Arizona
$345K -$243 -3 -0.1%
AA
664
Aire Advisors
California
$345K +$2.59K +32 +0.8%
HNB
665
Huntington National Bank
Ohio
$345K +$8.01K +99 +3%
SG
666
Sienna Gestion
France
$344K +$34.6K +428 +13%
WAM
667
Walker Asset Management
Missouri
$342K +$2.51K +31 +0.8%
LWA
668
Ledgewood Wealth Advisors
New Hampshire
$341K – – –
NAM
669
Nexpoint Asset Management
Texas
$341K – – –
ST
670
Somerset Trust
Pennsylvania
$335K +$36.2K +447 +14%
SB
671
Strategic Blueprint
Georgia
$335K -$4.29K -53 -1%
CPIG
672
Chicago Partners Investment Group
Illinois
$333K +$266K +3,287 New
EGA
673
E&G Advisors
Texas
$332K – – –
MGIA
674
Moneta Group Investment Advisors
Missouri
$329K -$25.6K -316 -8%
OWM
675
OneAscent Wealth Management
Alabama
$323K +$290K +3,589 New
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