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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
676
AIA Group
Hong Kong
$46.7K -$36.2K -717 -43%
PMEF
677
Point72 Middle East FZE
United Arab Emirates
$46.2K +$46.8K +927 New
PO
678
Private Ocean
California
$44.9K – – –
PG
679
Proffitt & Goodson
Tennessee
$41.1K – – –
BCMLT
680
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.9K – – –
AWM
681
AllSquare Wealth Management
New York
$39.8K – – –
AWM
682
Abound Wealth Management
Tennessee
$39.6K +$757 +15 +2%
AF
683
Advisornet Financial
Minnesota
$38.5K +$454 +9 +1%
AWM
684
Avior Wealth Management
Nebraska
$38.2K – – –
MPWT
685
MassMutual Private Wealth & Trust
Connecticut
$38K -$4.24K -84 -10%
CT
686
Cambridge Trust
Massachusetts
$37K -$2.22K -44 -6%
FPFS
687
First Personal Financial Services
North Carolina
$36.3K -$2.88K -57 -7%
TWD
688
True Wealth Design
Ohio
$33.4K +$33.8K +670 New
VNA
689
Valley National Advisers
Pennsylvania
$33K – – –
TAM
690
Tucker Asset Management
Colorado
$32.8K – – –
GIA
691
GHP Investment Advisors
Colorado
$31.9K +$7.72K +153 +31%
FWM
692
Focused Wealth Management
New York
$31K +$4.59K +91 +17%
WB
693
Webster Bank
Connecticut
$28K – – –
LC
694
Lindbrook Capital
California
$27.4K -$4.64K -92 -14%
FA
695
Financial Avengers
California
$27.3K +$353 +7 +1%
FFA
696
Farther Finance Advisors
California
$27K +$27.4K +542 New
CWM
697
Compass Wealth Management
Connecticut
$26.2K +$26.5K +525 New
TCOV
698
Trust Company of Vermont
Vermont
$25.9K – – –
HBW
699
Hazlett, Burt & Watson
West Virginia
$25K – – –
DWP
700
Destiny Wealth Partners
Florida
$24.9K – – –
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