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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWA
701
Robinson Smith Wealth Advisors
Maine
$295K +$79.5K +825 +32%
SEP
702
Southland Equity Partners
Missouri
$292K +$482 +5 +0.1%
FM
703
Foster & Motley
Ohio
$290K -$2.41K -25 -0.7%
RIS
704
Retirement Income Solutions
Michigan
$288K – – –
AWM
705
Ameliora Wealth Management
Switzerland
$288K +$313K +3,250 +3,250%
GVAG
706
Great Valley Advisor Group
Delaware
$286K +$71.8K +745 +29%
BSTWA
707
Blake Schutter Theil Wealth Advisors
Ohio
$286K -$96.4K -1,000 -23%
ECM
708
Evergreen Capital Management
Washington
$285K +$27.3K +283 +9%
SFS
709
Sowell Financial Services
Arkansas
$285K +$319K +3,314 New
AMG
710
Advisors Management Group
Wisconsin
$285K – – –
SWP
711
Stratos Wealth Partners
Ohio
$285K +$11.4K +118 +4%
SWM
712
SeaCrest Wealth Management
New York
$282K -$242K -2,509 -43%
WT
713
Whittier Trust
California
$281K +$10.4K +108 +3%
MAS
714
Meeder Advisory Services
Ohio
$278K +$18K +187 +6%
BFA
715
Beaumont Financial Advisors
Massachusetts
$277K -$1.54K -16 -0.5%
KFGK
716
Keystone Financial Group (Kentucky)
Kentucky
$274K +$771 +8 +0.3%
CBA
717
Coastal Bridge Advisors
Connecticut
$272K +$304K +3,158 New
SFG
718
Sovereign Financial Group
Connecticut
$271K +$289 +3 +0.1%
JCM
719
Jacobi Capital Management
Pennsylvania
$270K +$289 +3 +0.1%
KWS
720
Keystone Wealth Services
California
$269K – – –
CW
721
CreativeOne Wealth
Kansas
$268K -$655K -6,796 -69%
AIS
722
American Investment Services
Massachusetts
$267K – – –
FCM
723
Fortis Capital Management
Washington
$266K +$298K +3,089 New
DAS
724
Dynamic Advisor Solutions
Arizona
$265K +$59.6K +619 +25%
CFG
725
Cooper Financial Group
California
$262K +$8.67K +90 +3%
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