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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
676
RMR Wealth Builders
New Jersey
$317K -$9.83K -102 -3%
STA
677
Summit Trail Advisors
New York
$315K -$201K -2,085 -37%
CAMG
678
CWA Asset Management Group
Florida
$314K -$956K -9,921 -73%
DWM
679
Destination Wealth Management
California
$314K – – –
AC
680
Aristeia Capital
Connecticut
$313K +$68.8K +714 +24%
SI
681
Severin Investments
Missouri
$312K +$17.5K +182 +5%
CTC
682
Cetera Trust Company
Minnesota
$312K – – –
MPM
683
MBB Public Markets
Illinois
$310K +$347K +3,604 New
BRWM
684
Blue Rock Wealth Management
North Carolina
$310K – – –
CGL
685
Clarius Group LLC
Washington
$309K +$156K +1,623 +82%
SB
686
Strategic Blueprint
Georgia
$309K -$19.9K -206 -5%
MG
687
Marex Group
$308K -$88.7K -920 -20%
MCM
688
Monument Capital Management
Virginia
$306K -$514K -5,336 -60%
PWM
689
Palacios Wealth Management
Florida
$303K – – –
OBWG
690
Onyx Bridge Wealth Group
New York
$303K -$13.6K -141 -4%
AA
691
Aire Advisors
California
$302K -$18.5K -192 -5%
EGA
692
E&G Advisors
Texas
$301K -$19.3K -200 -5%
LRIC
693
Long Road Investment Counsel
Michigan
$301K +$337K +3,500 New
PTC
694
Philadelphia Trust Company
Pennsylvania
$301K – – –
RCM
695
Raleigh Capital Management
North Carolina
$300K -$3.95K -41 -1%
LIG
696
Lokken Investment Group
Delaware
$299K +$482 +5 +0.1%
RWPA
697
Richard W. Paul & Associates
Michigan
$296K -$2.6K -27 -0.8%
MWM
698
Mission Wealth Management
California
$296K -$385 -4 -0.1%
NI
699
Natural Investments
California
$296K +$1.06K +11 +0.3%
MBTD
700
Mechanics Bank - Trust Department
California
$295K +$330K +3,428 New
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