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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KCPG
651
Kavar Capital Partners Group
Kansas
$372K -$48.2K -500 -12%
SB
652
Strategic Blueprint
Georgia
$372K +$2.12K +22 +0.6%
PCG
653
Prosperity Consulting Group
Maryland
$371K -$482 -5 -0.1%
SI
654
Severin Investments
Missouri
$371K -$1.06K -11 -0.3%
BRWM
655
Blue Rock Wealth Management
North Carolina
$367K – – –
S
656
Sachetta
Massachusetts
$367K -$43.4K -450 -11%
NI
657
Natural Investments
California
$365K +$10.3K +107 +3%
AA
658
Aire Advisors
California
$363K +$2.7K +28 +0.8%
PAM
659
Panagora Asset Management
Massachusetts
$359K – – –
AI
660
Atria Investments
North Carolina
$359K -$84.9K -881 -20%
PTC
661
Philadelphia Trust Company
Pennsylvania
$357K – – –
LRIC
662
Long Road Investment Counsel
Michigan
$357K – – –
LIG
663
Lokken Investment Group
Delaware
$355K – – –
SPC
664
Sigma Planning Corp
Michigan
$348K -$40.2K -417 -11%
AFP
665
Ausdal Financial Partners
Iowa
$348K +$102K +1,060 +45%
CAG
666
Crestwood Advisors Group
Massachusetts
$347K +$34.4K +357 +12%
PA
667
Parallel Advisors
California
$346K -$578 -6 -0.2%
PWM
668
Perigon Wealth Management
California
$342K -$4.53K -47 -1%
RIS
669
Retirement Income Solutions
Michigan
$341K – – –
ECM
670
Evergreen Capital Management
Washington
$340K +$3.76K +39 +1%
RIS
671
Richmond Investment Services
Wisconsin
$338K +$2.02K +21 +0.6%
CBA
672
Coastal Bridge Advisors
Connecticut
$338K -$13.3K -138 -4%
FM
673
Foster & Motley
Ohio
$335K -$3.37K -35 -1%
WPC
674
Wedmont Private Capital
Pennsylvania
$334K +$27.5K +285 +10%
JCM
675
Jacobi Capital Management
Pennsylvania
$334K +$1.83K +19 +0.6%
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