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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
651
CFO Capital Management
Connecticut
$396K -$116K -1,165 -23%
PA
652
Parallel Advisors
California
$394K +$72.3K +727 +23%
LWA
653
Ledgewood Wealth Advisors
New Hampshire
$389K – – –
WPC
654
Wedmont Private Capital
Pennsylvania
$389K +$28.5K +286 +9%
SWM
655
Sculati Wealth Management
Michigan
$388K – – –
EWM
656
Empirical Wealth Management
Washington
$386K +$376K +3,780 New
HH
657
Hilltop Holdings
Texas
$386K -$50.2K -505 -12%
AIA
658
Armor Investment Advisors
North Carolina
$385K – – –
PWM
659
Perigon Wealth Management
California
$383K +$44.9K +451 +14%
MAS
660
Meeder Advisory Services
Ohio
$382K +$10.6K +107 +3%
EH
661
Equitable Holdings
New York
$381K +$74.6K +750 +20%
SAW
662
Signal Advisors Wealth
Michigan
$381K -$28.6K -288 -7%
AFP
663
Ausdal Financial Partners
Iowa
$379K +$11.2K +113 +3%
SWP
664
Significant Wealth Partners
Illinois
$377K +$367K +3,693 New
SWP
665
Sagespring Wealth Partners
Tennessee
$376K +$24K +241 +7%
PFG
666
Putney Financial Group
California
$374K -$41.8K -420 -10%
PNC
667
Park National Corp
Ohio
$373K -$18.1K -182 -5%
AA
668
Aire Advisors
California
$372K +$4.97K +50 +1%
SI
669
Stephens Inc
Arkansas
$372K -$20.5K -206 -5%
DWM
670
Dakota Wealth Management
Florida
$370K +$99 +1 +0%
BRWM
671
Blue Rock Wealth Management
North Carolina
$368K – – –
EI
672
Ellevest Inc
New York
$367K -$65K -653 -15%
FTWA
673
Fifth Third Wealth Advisors
Ohio
$367K – – –
TFA
674
Teamwork Financial Advisors
Texas
$366K -$86.8K -873 -20%
MMA
675
Miracle Mile Advisors
California
$366K +$23.2K +233 +7%
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