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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBTD
701
Mechanics Bank - Trust Department
California
$295K +$330K +3,428 New
RSWA
702
Robinson Smith Wealth Advisors
Maine
$295K +$79.5K +825 +32%
SEP
703
Southland Equity Partners
Missouri
$292K +$482 +5 +0.1%
FM
704
Foster & Motley
Ohio
$290K -$2.41K -25 -0.7%
RIS
705
Retirement Income Solutions
Michigan
$288K – – –
AWM
706
Ameliora Wealth Management
Switzerland
$288K +$313K +3,250 +3,250%
GVAG
707
Great Valley Advisor Group
Delaware
$286K +$71.8K +745 +29%
BSTWA
708
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$96.4K -1,000 -23%
ECM
709
Evergreen Capital Management
Washington
$285K +$27.3K +283 +9%
SFS
710
Sowell Financial Services
Arkansas
$285K +$319K +3,314 New
AMG
711
Advisors Management Group
Wisconsin
$285K – – –
SWP
712
Stratos Wealth Partners
Ohio
$285K +$11.4K +118 +4%
SWM
713
SeaCrest Wealth Management
New York
$282K -$242K -2,509 -43%
WT
714
Whittier Trust
California
$281K +$10.4K +108 +3%
MAS
715
Meeder Advisory Services
Ohio
$278K +$18K +187 +6%
BFA
716
Beaumont Financial Advisors
Massachusetts
$277K -$1.54K -16 -0.5%
KFGK
717
Keystone Financial Group (Kentucky)
Kentucky
$274K +$771 +8 +0.3%
CBA
718
Coastal Bridge Advisors
Connecticut
$272K +$304K +3,158 New
SFG
719
Sovereign Financial Group
Connecticut
$271K +$289 +3 +0.1%
JCM
720
Jacobi Capital Management
Pennsylvania
$270K +$289 +3 +0.1%
KWS
721
Keystone Wealth Services
California
$269K – – –
CW
722
CreativeOne Wealth
Kansas
$268K -$655K -6,796 -69%
AIS
723
American Investment Services
Massachusetts
$267K – – –
FCM
724
Fortis Capital Management
Washington
$266K +$298K +3,089 New
DAS
725
Dynamic Advisor Solutions
Arizona
$265K +$59.6K +619 +25%
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