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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Sculati Wealth Management
Michigan
$315K -$2.34K -25 -0.7%
AAS
652
Ameritas Advisory Services
Nebraska
$314K +$301K +3,213 +561%
SAM
653
Secure Asset Management
Michigan
$313K -$15.4K -165 -4%
AIA
654
Armor Investment Advisors
North Carolina
$313K -$27K -288 -7%
KF
655
Krilogy Financial
Missouri
$310K +$93K +994 +43%
WAM
656
WealthCare Asset Management
Missouri
$310K +$283K +3,027 New
PFA
657
Pathway Financial Advisers
Indiana
$303K -$28.6K -306 -8%
MAS
658
Meeder Advisory Services
Ohio
$301K -$44.8K -479 -12%
NS
659
NBC Securities
Alabama
$301K -$83.6K -893 -20%
DWM
660
Dakota Wealth Management
Florida
$300K +$339K +3,620 New
SPC
661
Sigma Planning Corp
Michigan
$299K +$18.1K +193 +6%
BRWM
662
Blue Rock Wealth Management
North Carolina
$299K – – –
AFP
663
Ausdal Financial Partners
Iowa
$298K +$17.2K +184 +5%
AA
664
Aire Advisors
California
$298K +$2.53K +27 +0.8%
FTWA
665
Fifth Third Wealth Advisors
Ohio
$298K +$51.9K +555 +18%
CTC
666
Cetera Trust Company
Minnesota
$297K -$7.02K -75 -2%
MCM
667
Monument Capital Management
Virginia
$294K -$252K -2,694 -43%
PAM
668
Panagora Asset Management
Massachusetts
$292K – – –
WPC
669
Wedmont Private Capital
Pennsylvania
$291K +$17.9K +191 +6%
LRIC
670
Long Road Investment Counsel
Michigan
$290K – – –
PTC
671
Philadelphia Trust Company
Pennsylvania
$290K – – –
PIM
672
Penobscot Investment Management
Massachusetts
$289K -$393K -4,200 -55%
SCP
673
Sivia Capital Partners
California
$286K +$323K +3,451 New
SWP
674
Sagespring Wealth Partners
Tennessee
$286K +$75.1K +802 +30%
OIAM
675
OFI Invest Asset Management
France
$286K +$322K +3,444 New
25 26
27
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