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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
701
C.M. Bidwell & Associates
Hawaii
$76.4K – – –
FCA
702
FinTrust Capital Advisors
South Carolina
$73.7K +$14.7K +240 +24%
LFG
703
Larson Financial Group
Missouri
$73.5K +$73.8K +1,207 +4,162%
PBK
704
Peoples Bank (Kansas)
Kansas
$73.4K +$75.5K +1,235 New
GWSG
705
GPS Wealth Strategies Group
Colorado
$66.8K +$367 +6 +0.5%
AW
706
Avion Wealth
Texas
$64K -$11.1K -181 -14%
SC
707
Sawyer & Company
Massachusetts
$64K – – –
BHWM
708
Bay Harbor Wealth Management
Maryland
$62.2K +$856 +14 +1%
CWC
709
Carolinas Wealth Consulting
North Carolina
$62K +$1.34K +22 +2%
SN
710
Sittner & Nelson
Oregon
$61K – – –
MPWT
711
MassMutual Private Wealth & Trust
Connecticut
$59.5K -$13.5K -221 -18%
HCP
712
Hexagon Capital Partners
Arkansas
$59.5K – – –
QPBE
713
Quintet Private Bank (Europe)
Luxembourg
$59.4K +$428 +7 +0.7%
NSIM
714
North Star Investment Management
Illinois
$57.7K – – –
UB
715
UMB Bank
Missouri
$57.3K – – –
SIS
716
Sound Income Strategies
Florida
$54.6K – – –
AF
717
Allworth Financial
California
$53.7K -$31.8K -520 -37%
PO
718
Private Ocean
California
$53.5K – – –
CA
719
Clearstead Advisors
Ohio
$49.5K – – –
PG
720
Proffitt & Goodson
Tennessee
$49K – – –
AWM
721
Abound Wealth Management
Tennessee
$47.8K +$61 +1 +0.1%
TIM
722
Thompson Investment Management
Wisconsin
$47.6K – – –
AA
723
AlphaMark Advisors
Kentucky
$47K +$1.1K +18 +2%
BCMLT
724
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.6K – – –
QCG
725
Quadrant Capital Group
Ohio
$46.6K +$978 +16 +2%
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