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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LPWM
726
Lake Point Wealth Management
Texas
$5K – – –
ME
727
McIlrath & Eck
Washington
$5K – – –
HI
728
Hudock Inc
Pennsylvania
$5K +$47 +1 +1%
ZB
729
Zions Bancorporation
Utah
$5K +$331 +7 +8%
CFFP
730
Center for Financial Planning
Michigan
$5K +$4.96K +105 New
EBA
731
Eagle Bay Advisors
New York
$4K -$7.42K -157 -67%
GWS
732
Glassman Wealth Services
Virginia
$4K -$1.13K -24 -25%
CFRPA
733
Castle Financial & Retirement Planning Associates
New Jersey
$4K +$4.73K +100 New
FPS
734
Fieldpoint Private Securities
Connecticut
$3K – – –
MCM
735
MV Capital Management
Maryland
$3K +$142 +3 +5%
RWM
736
Raffa Wealth Management
District of Columbia
$2.04K -$189 -4 -9%
SSB
737
Sandy Spring Bank
Maryland
$2K +$47 +1 +2%
CBT
738
Central Bank & Trust
Kentucky
$2K +$1.61K +34 New
AWA
739
Amplius Wealth Advisors
Pennsylvania
$2K +$2.36K +50 New
KFS
740
Kelly Financial Services
Massachusetts
$1.88K – – –
SWA
741
Sutton Wealth Advisors
Florida
$1.73K – – –
WIM
742
Westside Investment Management
California
$1.14K – – –
DFCM
743
Dark Forest Capital Management
Puerto Rico
$1K -$22.8K -483 -98%
OIA
744
Optimum Investment Advisors
Illinois
$1K -$473 -10 -48%
JWM
745
Janiczek Wealth Management
Colorado
$1K – – –
VCM
746
Versant Capital Management
Arizona
$1K – – –
CAL
747
Capital Advisors Ltd
Ohio
$1K +$520 +11 New
RDFA
748
Ritter Daniher Financial Advisory
Ohio
$1K +$709 +15 New
BA
749
Bivin & Associates
Oklahoma
$1K +$945 +20 New
RFA
750
Reilly Financial Advisors
California
$1K +$1.32K +28 New
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30
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