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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
676
Perigon Wealth Management
California
$321K -$34.3K -356 -9%
RWB
677
RMR Wealth Builders
New Jersey
$317K -$9.83K -102 -3%
STA
678
Summit Trail Advisors
New York
$315K -$201K -2,085 -37%
CAMG
679
CWA Asset Management Group
Florida
$314K -$956K -9,921 -73%
DWM
680
Destination Wealth Management
California
$314K – – –
AC
681
Aristeia Capital
Connecticut
$313K +$68.8K +714 +24%
SI
682
Severin Investments
Missouri
$312K +$17.5K +182 +5%
CTC
683
Cetera Trust Company
Minnesota
$312K – – –
MPM
684
MBB Public Markets
Illinois
$310K +$347K +3,604 New
BRWM
685
Blue Rock Wealth Management
North Carolina
$310K – – –
CGL
686
Clarius Group LLC
Washington
$309K +$156K +1,623 +82%
SB
687
Strategic Blueprint
Georgia
$309K -$19.9K -206 -5%
MG
688
Marex Group
$308K -$88.7K -920 -20%
MCM
689
Monument Capital Management
Virginia
$306K -$514K -5,336 -60%
PWM
690
Palacios Wealth Management
Florida
$303K – – –
OBWG
691
Onyx Bridge Wealth Group
New York
$303K -$13.6K -141 -4%
AA
692
Aire Advisors
California
$302K -$18.5K -192 -5%
EGA
693
E&G Advisors
Texas
$301K -$19.3K -200 -5%
LRIC
694
Long Road Investment Counsel
Michigan
$301K +$337K +3,500 New
PTC
695
Philadelphia Trust Company
Pennsylvania
$301K – – –
RCM
696
Raleigh Capital Management
North Carolina
$300K -$3.95K -41 -1%
LIG
697
Lokken Investment Group
Delaware
$299K +$482 +5 +0.1%
RWPA
698
Richard W. Paul & Associates
Michigan
$296K -$2.6K -27 -0.8%
MWM
699
Mission Wealth Management
California
$296K -$385 -4 -0.1%
NI
700
Natural Investments
California
$296K +$1.06K +11 +0.3%
26 27
28
29 30