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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
701
Coastal Bridge Advisors
Connecticut
$337K +$6.47K +65 +2%
CTC
702
Cetera Trust Company
Minnesota
$336K -$29.8K -300 -8%
FM
703
Foster & Motley
Ohio
$335K – – –
BHCM
704
Brevan Howard Capital Management
Jersey
$334K +$325K +3,272 New
SFS
705
Sowell Financial Services
Arkansas
$333K +$51.6K +519 +19%
SFC
706
Strategic Financial Concepts
Texas
$331K -$76K -764 -19%
IAN
707
Integrated Advisors Network
Texas
$330K -$299K -3,009 -48%
SFG
708
Sovereign Financial Group
Connecticut
$330K +$2.79K +28 +0.9%
PFPG
709
Pinnacle Financial Partners (Georgia)
Georgia
$327K +$319K +3,204 New
EGA
710
E&G Advisors
Texas
$327K – – –
PIA
711
Perennial Investment Advisors
California
$324K +$17.9K +180 +6%
VAS
712
Vestmark Advisory Solutions
Massachusetts
$322K -$23.3K -234 -7%
KA
713
Kovack Advisors
Florida
$319K -$19.7K -198 -6%
FCM
714
Fortis Capital Management
Washington
$319K -$1.39K -14 -0.4%
FFO
715
Fortitude Family Office
Arizona
$318K – – –
AWM
716
Ameliora Wealth Management
Switzerland
$317K -$124K -1,250 -29%
MG
717
Mather Group
Illinois
$316K -$696 -7 -0.2%
TC
718
TradeLink Capital
Illinois
$315K +$307K +3,083 New
WAM
719
WealthCare Asset Management
Missouri
$312K +$2.98K +30 +1%
DE
720
Diversified Enterprises
Delaware
$312K +$30.4K +306 +11%
MA
721
Montag & Associates
Georgia
$311K – – –
SF
722
Symphony Financial
Texas
$309K -$19.9K -200 -6%
VF
723
Virtu Financial
New York
$307K +$299K +3,006 New
API
724
Asset Planning Inc
California
$306K – – –
CYG
725
Clean Yield Group
Vermont
$306K – – –
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