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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
726
Evergreen Capital Management
Washington
$259K +$81 +1 +0%
AWM
727
Aberdeen Wealth Management
Illinois
$258K – – –
KFGK
728
Keystone Financial Group (Kentucky)
Kentucky
$255K +$231K +2,851 New
IAS
729
Insigneo Advisory Services
Florida
$255K -$10.1K -125 -5%
NAM
730
NorthCrest Asset Manangement
Minnesota
$253K -$3K -37 -1%
KA
731
Kovack Advisors
Florida
$253K +$229K +2,824 New
WPC
732
Wedmont Private Capital
Pennsylvania
$250K +$211K +2,604 New
PJSIMP
733
P.J. Schmidt Investment Management (PJS)
Wisconsin
$247K – – –
DWP
734
Daymark Wealth Partners
Ohio
$247K -$4.86K -60 -2%
TPM
735
Triasima Portfolio Management
Quebec, Canada
$246K -$16.2K -200 -7%
PVI
736
Pine Valley Investments
New Jersey
$246K -$8.09K -100 -4%
DAS
737
Dynamic Advisor Solutions
Arizona
$246K +$5.99K +74 +3%
NGA
738
Naples Global Advisors
Florida
$244K -$4.05K -50 -2%
MC
739
Machina Capital
France
$243K -$494K -6,103 -69%
ACA
740
Aptus Capital Advisors
Alabama
$242K -$59.2K -732 -21%
IHL
741
Investment House LLC
California
$242K – – –
SAM
742
Seelaus Asset Management
New Jersey
$242K – – –
AIM
743
Allen Investment Management
New York
$242K – – –
GVAG
744
Great Valley Advisor Group
Delaware
$239K -$30.7K -379 -12%
AWA
745
Arkadios Wealth Advisors
Georgia
$238K +$215K +2,654 New
IP
746
Ignite Planners
California
$236K -$16.3K -202 -7%
FAIM
747
Financial Advocates Investment Management
Washington
$235K +$567 +7 +0.3%
SWM
748
Seed Wealth Management
Illinois
$235K – – –
PPWP
749
Premier Path Wealth Partners
New Jersey
$234K +$211K +2,609 New
SWM
750
Segment Wealth Management
Texas
$233K – – –
28 29
30
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