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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
701
BOK Financial
Oklahoma
$31.2K +$30.9K +589 New
WB
702
Webster Bank
Connecticut
$29.5K – – –
FA
703
Financial Avengers
California
$29.4K +$367 +7 +1%
LC
704
Lindbrook Capital
California
$29.3K +$262 +5 +0.9%
FWM
705
Focused Wealth Management
New York
$28.3K -$4.56K -87 -14%
CWM
706
Compass Wealth Management
Connecticut
$27.8K – – –
TCOV
707
Trust Company of Vermont
Vermont
$27.5K – – –
HBW
708
Hazlett, Burt & Watson
West Virginia
$26K – – –
BWM
709
Baystate Wealth Management
Massachusetts
$24K +$262 +5 +1%
BAM
710
Byrne Asset Management
New Jersey
$24K – – –
LSA
711
Leonteq Securities AG
Switzerland
$23.1K +$22.8K +436 +43,600%
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.8K +$22.5K +430 New
PP
713
PFS Partners
New Jersey
$22.2K – – –
BONH
714
Bank of New Hampshire
New Hampshire
$21.2K – – –
AA
715
AlphaMark Advisors
Kentucky
$21K – – –
FPFS
716
First Personal Financial Services
North Carolina
$20.6K -$17.7K -338 -46%
FCT
717
First Community Trust
Iowa
$20.4K – – –
SL
718
Savior LLC
Massachusetts
$20.1K – – –
PSB
719
Piscataqua Savings Bank
New Hampshire
$18.7K – – –
CT
720
Caldwell Trust
Florida
$18.5K – – –
GM
721
GeoWealth Management
Illinois
$18K -$2.52K -48 -12%
WTC
722
WhitTier Trust Company
Nevada
$17.4K – – –
BTI
723
Blue Trust Inc
Georgia
$17K -$78.3K -1,494 -82%
WWP
724
WR Wealth Planners
Missouri
$15.9K +$15.7K +300 New
IWP
725
IAG Wealth Partners
Wisconsin
$15.6K – – –
27 28
29
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