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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
701
Curi RMB Capital
Illinois
$401K -$117 -1 -0%
LWA
702
Ledgewood Wealth Advisors
New Hampshire
$400K – – –
CBB
703
Citizens Business Bank
California
$399K -$23.5K -200 -5%
NAM
704
Nexpoint Asset Management
Texas
$399K – – –
SB
705
Strategic Blueprint
Georgia
$399K +$9.16K +78 +2%
PA
706
Parallel Advisors
California
$396K +$7.05K +60 +2%
CWG
707
Crown Wealth Group
North Carolina
$395K +$1.41K +12 +0.3%
RWB
708
RMR Wealth Builders
New Jersey
$394K -$16.3K -139 -4%
LSA
709
Leonteq Securities AG
Switzerland
$392K +$402K +3,421 +1,107%
EGA
710
E&G Advisors
Texas
$389K – – –
AA
711
Aire Advisors
California
$388K -$20.8K -177 -5%
IAIM
712
International Assets Investment Management
Florida
$386K -$52.3M -444,955 -99%
OBWG
713
Onyx Bridge Wealth Group
New York
$385K +$2K +17 +0.5%
DWM
714
Destination Wealth Management
California
$383K -$7.17K -61 -2%
CTC
715
Cetera Trust Company
Minnesota
$381K -$26.4K -225 -6%
BRWM
716
Blue Rock Wealth Management
North Carolina
$378K +$423K +3,600 New
TNBTD
717
Trustmark National Bank Trust Department
Mississippi
$378K -$52.6K -448 -11%
SCM
718
Stevens Capital Management
Pennsylvania
$375K +$212K +1,806 +103%
PWM
719
Palacios Wealth Management
Florida
$373K +$414K +3,525 New
RCM
720
Raleigh Capital Management
North Carolina
$371K -$90.6K -771 -18%
TPWA
721
TRUE Private Wealth Advisors
Oregon
$371K – – –
PTC
722
Philadelphia Trust Company
Pennsylvania
$368K – – –
BCMO
723
Buckingham Capital Management (Ohio)
Ohio
$366K – – –
LIG
724
Lokken Investment Group
Delaware
$365K – – –
RWPA
725
Richard W. Paul & Associates
Michigan
$365K -$77.1K -656 -16%
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