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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
676
Avion Wealth
Texas
$54K – – –
NSIM
677
North Star Investment Management
Illinois
$54K – – –
TWM
678
Tradition Wealth Management
Minnesota
$54K +$572 +12 +1%
WT
679
Whittier Trust
California
$53K -$100K -2,100 -69%
TWA
680
TCI Wealth Advisors
Arizona
$52K +$2.52K +53 +6%
DGAM
681
Desjardins Global Asset Management
Quebec, Canada
$51K -$2.67K -56 -6%
PO
682
Private Ocean
California
$50K – – –
CC
683
Corsicana & Co
Texas
$50K +$42.9K +900 New
CA
684
Clearstead Advisors
Ohio
$46K – – –
HR
685
Howe & Rusling
New York
$45K – – –
BCMLT
686
Beacon Capital Management LLC (Tennessee)
Tennessee
$45K +$39.1K +821 New
SIS
687
Sound Income Strategies
Florida
$44K -$4.62K -97 -11%
CTC
688
Central Trust Company
Missouri
$44K +$19.1K +400 +100%
AF
689
Advisornet Financial
Minnesota
$44K +$20.2K +425 +112%
AWM
690
AllSquare Wealth Management
New York
$44K +$38K +798 New
HIIFS
691
Harel Insurance Investments & Financial Services
Israel
$44K +$38.1K +800 New
AWM
692
Avior Wealth Management
Nebraska
$42K +$29.8K +625 +440%
VNA
693
Valley National Advisers
Pennsylvania
$38K – – –
T
694
TCWP
Ohio
$36K +$31K +650 New
HDIM
695
Hanson & Doremus Investment Management
Vermont
$35K -$78.1K -1,640 -72%
AWA
696
Aaron Wealth Advisors
Illinois
$34K +$29.2K +614 New
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$33K -$191 -4 -0.7%
LAS
698
Lloyd Advisory Services
Georgia
$32K – – –
FAG
699
Fortitude Advisory Group
Washington
$32K +$5.38K +113 +25%
WB
700
Webster Bank
Connecticut
$31K – – –
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