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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
726
Coastal Bridge Advisors
Connecticut
$402K -$14.7K -120 -4%
EI
727
Ellevest Inc
New York
$402K -$48.2K -393 -11%
SF
728
Symphony Financial
Texas
$401K +$6.74K +55 +2%
DE
729
Diversified Enterprises
Delaware
$399K +$12.8K +104 +3%
SFG
730
Sovereign Financial Group
Connecticut
$398K -$9.69K -79 -2%
KA
731
Kovack Advisors
Florida
$395K +$5.03K +41 +1%
FFO
732
Fortitude Family Office
Arizona
$393K – – –
PPW
733
Parcion Private Wealth
Washington
$393K +$54.2K +442 +17%
ACM
734
AEW Capital Management
Massachusetts
$392K +$380K +3,100 New
GIA
735
Gateway Investment Advisers
Ohio
$389K -$58.6K -478 -13%
ATPW
736
Ashton Thomas Private Wealth
Arizona
$389K +$11K +90 +3%
IAN
737
Integrated Advisors Network
Texas
$389K -$18.5K -151 -5%
OBWG
738
Onyx Bridge Wealth Group
New York
$387K +$9.93K +81 +3%
MFA
739
Mayflower Financial Advisors
Massachusetts
$384K +$88.5K +722 +31%
MA
740
Montag & Associates
Georgia
$384K – – –
SL
741
Sentinus LLC
Illinois
$382K +$84.8K +692 +30%
SAG
742
SageView Advisory Group
California
$381K +$370K +3,016 New
API
743
Asset Planning Inc
California
$379K – – –
CYG
744
Clean Yield Group
Vermont
$379K – – –
CWG
745
Crown Wealth Group
North Carolina
$378K +$5.76K +47 +2%
JHP
746
James Hambro & Partners
United Kingdom
$375K – – –
CA
747
Clearstead Advisors
Ohio
$375K -$197K -1,609 -35%
QIM
748
Quest Investment Management
Oregon
$374K -$181K -1,479 -33%
AWA
749
Amplius Wealth Advisors
Pennsylvania
$373K +$362K +2,954 New
RZH
750
Relyea Zuckerberg Hanson
Connecticut
$369K -$613 -5 -0.2%
28 29
30
31 32