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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
701
Cetera Trust Company
Minnesota
$336K -$29.8K -300 -8%
FM
702
Foster & Motley
Ohio
$335K – – –
BHCM
703
Brevan Howard Capital Management
Jersey
$334K +$325K +3,272 New
SFS
704
Sowell Financial Services
Arkansas
$333K +$51.6K +519 +19%
SFC
705
Strategic Financial Concepts
Texas
$331K -$76K -764 -19%
IAN
706
Integrated Advisors Network
Texas
$330K -$299K -3,009 -48%
SFG
707
Sovereign Financial Group
Connecticut
$330K +$2.79K +28 +0.9%
PFPG
708
Pinnacle Financial Partners (Georgia)
Georgia
$327K +$319K +3,204 New
EGA
709
E&G Advisors
Texas
$327K – – –
PIA
710
Perennial Investment Advisors
California
$324K +$17.9K +180 +6%
VAS
711
Vestmark Advisory Solutions
Massachusetts
$322K -$23.3K -234 -7%
KA
712
Kovack Advisors
Florida
$319K -$19.7K -198 -6%
FCM
713
Fortis Capital Management
Washington
$319K -$1.39K -14 -0.4%
FFO
714
Fortitude Family Office
Arizona
$318K – – –
AWM
715
Ameliora Wealth Management
Switzerland
$317K -$124K -1,250 -29%
MG
716
Mather Group
Illinois
$316K -$696 -7 -0.2%
TC
717
TradeLink Capital
Illinois
$315K +$307K +3,083 New
WAM
718
WealthCare Asset Management
Missouri
$312K +$2.98K +30 +1%
DE
719
Diversified Enterprises
Delaware
$312K +$30.4K +306 +11%
MA
720
Montag & Associates
Georgia
$311K – – –
SF
721
Symphony Financial
Texas
$309K -$19.9K -200 -6%
VF
722
Virtu Financial
New York
$307K +$299K +3,006 New
API
723
Asset Planning Inc
California
$306K – – –
CYG
724
Clean Yield Group
Vermont
$306K – – –
ATPW
725
Ashton Thomas Private Wealth
Arizona
$305K +$297K +2,988 New
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