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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
676
Gaddis Premier Wealth Advisors
Oklahoma
$284K +$321K +3,426 New
VAS
677
Vestmark Advisory Solutions
Massachusetts
$281K +$40K +427 +14%
SI
678
Severin Investments
Missouri
$280K -$24.1K -258 -7%
RIS
679
Retirement Income Solutions
Michigan
$278K – – –
MMA
680
Miracle Mile Advisors
California
$278K -$414K -4,425 -57%
KA
681
Kovack Advisors
Florida
$277K +$313K +3,339 New
RIS
682
Richmond Investment Services
Wisconsin
$276K +$468 +5 +0.2%
RMDI
683
R.M. Davis Inc
Maine
$275K -$122K -1,300 -28%
PWM
684
Perigon Wealth Management
California
$273K -$5.24K -56 -2%
DWM
685
Destination Wealth Management
California
$272K +$46.6K +498 +18%
FM
686
Foster & Motley
Ohio
$272K – – –
VT
687
Vise Technologies
New York
$271K +$306K +3,270 New
SF
688
Symphony Financial
Texas
$271K -$307K -3,284 -50%
CBA
689
Coastal Bridge Advisors
Connecticut
$268K -$7.39K -79 -2%
EGA
690
E&G Advisors
Texas
$265K – – –
SFG
691
Sovereign Financial Group
Connecticut
$265K -$1.78K -19 -0.6%
KCPG
692
Kavar Capital Partners Group
Kansas
$263K -$46.8K -500 -14%
FCM
693
Fortis Capital Management
Washington
$260K +$1.78K +19 +0.6%
PA
694
Parallel Advisors
California
$260K -$24.4K -261 -8%
KWS
695
Keystone Wealth Services
California
$259K – – –
IA
696
IFP Advisors
Florida
$259K +$86.2K +921 +42%
GS
697
GTS Securities
Florida
$259K +$90.8K +970 +45%
FFO
698
Fortitude Family Office
Arizona
$258K -$562 -6 -0.2%
AIS
699
American Investment Services
Massachusetts
$257K – – –
MG
700
Mather Group
Illinois
$257K +$57.9K +619 +25%
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