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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAW
676
Signal Advisors Wealth
Michigan
$494K +$21.1K +172 +5%
AAG
677
Armstrong Advisory Group
Massachusetts
$492K – – –
PA
678
Profund Advisors
Maryland
$492K -$2.21K -18 -0.5%
WA
679
Waddell & Associates
Tennessee
$491K -$26.8K -219 -5%
PA
680
Parallel Advisors
California
$490K +$2.7K +22 +0.6%
AA
681
Advisory Advocates
Michigan
$489K -$46.6K -380 -9%
CA
682
Continuum Advisory
Idaho
$483K +$50.3K +410 +12%
SG
683
StoneX Group
New York
$482K +$466K +3,804 New
FCM
684
FJ Capital Management
Virginia
$482K +$468K +3,814 New
LWA
685
Ledgewood Wealth Advisors
New Hampshire
$481K – – –
CCM
686
Compass Capital Management
Minnesota
$480K +$466K +3,800 New
IAIM
687
International Assets Investment Management
Florida
$480K -$18K -147 -4%
GWP
688
Gateway Wealth Partners
Wisconsin
$478K -$28.7K -234 -6%
HH
689
Hilltop Holdings
Texas
$477K – – –
SWP
690
Significant Wealth Partners
Illinois
$473K +$5.88K +48 +1%
FTWA
691
Fifth Third Wealth Advisors
Ohio
$469K +$15K +122 +3%
KF
692
Krilogy Financial
Missouri
$466K -$24.4K -199 -5%
AA
693
Aire Advisors
California
$464K +$3.68K +30 +0.8%
PNC
694
Park National Corp
Ohio
$462K – – –
SW
695
Simplicity Wealth
New Jersey
$461K -$227K -1,849 -34%
MGIA
696
Moneta Group Investment Advisors
Missouri
$459K +$445K +3,632 New
DWM
697
Dakota Wealth Management
Florida
$458K +$858 +7 +0.2%
PFG
698
Putney Financial Group
California
$456K -$6.13K -50 -1%
BRWM
699
Blue Rock Wealth Management
North Carolina
$455K – – –
MAS
700
Meeder Advisory Services
Ohio
$453K -$18.5K -151 -4%
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