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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$51.1K +$11.2K +213 +28%
UB
677
UMB Bank
Missouri
$51K -$524 -10 -1%
TWA
678
TCI Wealth Advisors
Arizona
$50K – – –
FCA
679
FinTrust Capital Advisors
South Carolina
$49.9K – – –
AG
680
AIA Group
Hong Kong
$49.6K – – –
SIS
681
Sound Income Strategies
Florida
$48.6K -$8.75K -167 -15%
PO
682
Private Ocean
California
$47.6K – – –
AF
683
Allworth Financial
California
$45.4K +$23.2K +442 +106%
CA
684
Clearstead Advisors
Ohio
$44.6K -$786K -14,991 -95%
PG
685
Proffitt & Goodson
Tennessee
$43.7K – – –
BCMLT
686
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.4K – – –
TIM
687
Thompson Investment Management
Wisconsin
$42.3K +$41.9K +800 New
AWM
688
AllSquare Wealth Management
New York
$42.2K – – –
AWM
689
Abound Wealth Management
Tennessee
$42K – – –
CT
690
Cambridge Trust
Massachusetts
$38.9K – – –
GIA
691
GHP Investment Advisors
Colorado
$38.8K +$4.87K +93 +15%
FFA
692
Farther Finance Advisors
California
$38.5K +$9.75K +186 +34%
TAM
693
Tucker Asset Management
Colorado
$37.3K +$2.62K +50 +8%
AF
694
Advisornet Financial
Minnesota
$36.3K -$4.51K -86 -11%
KM
695
Kalos Management
Georgia
$36.2K +$35.8K +684 New
TWD
696
True Wealth Design
Ohio
$35.9K +$419 +8 +1%
QCG
697
Quadrant Capital Group
Ohio
$35K +$17.1K +327 +98%
VNA
698
Valley National Advisers
Pennsylvania
$35K – – –
BF
699
BOK Financial
Oklahoma
$31.2K +$30.9K +589 New
WB
700
Webster Bank
Connecticut
$29.5K – – –
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