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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$381K -$210K -1,960 -38%
SWP
727
Stratos Wealth Partners
Ohio
$379K +$341K +3,186 New
ICA
728
Infrastructure Capital Advisors
New York
$377K -$4.07K -38 -1%
TPWM
729
Twelve Points Wealth Management
Massachusetts
$375K -$4.26M -39,858 -93%
MAS
730
Meeder Advisory Services
Ohio
$374K -$15.8K -148 -4%
SFG
731
Sovereign Financial Group
Connecticut
$373K – – –
MMA
732
Miracle Mile Advisors
California
$372K +$4.81K +45 +1%
AIS
733
American Investment Services
Massachusetts
$369K – – –
ECM
734
Evergreen Capital Management
Washington
$363K +$17.9K +167 +6%
KWS
735
Keystone Wealth Services
California
$362K -$22.2K -208 -6%
CI
736
Cigna Investments
Connecticut
$362K – – –
CYG
737
Clean Yield Group
Vermont
$361K +$4.49K +42 +1%
AC
738
Aristeia Capital
Connecticut
$361K +$325K +3,038 New
WPC
739
Wedmont Private Capital
Pennsylvania
$359K +$50.6K +473 +18%
WT
740
Whittier Trust
California
$358K -$199K -1,864 -38%
CW
741
CreativeOne Wealth
Kansas
$358K +$322K +3,010 New
AA
742
Apriem Advisors
California
$356K -$21.4K -200 -6%
CAG
743
Crestwood Advisors Group
Massachusetts
$355K +$5.56K +52 +2%
IAS
744
IMA Advisory Services
Colorado
$353K – – –
AIP
745
Ameritas Investment Partners
Nebraska
$353K -$12.2K -114 -4%
CCT
746
Capital City Trust
Florida
$349K – – –
FTWA
747
Fifth Third Wealth Advisors
Ohio
$348K -$5.56K -52 -2%
COCM
748
Charter Oak Capital Management
New Hampshire
$347K +$535 +5 +0.2%
RZH
749
Relyea Zuckerberg Hanson
Connecticut
$347K +$2.89K +27 +0.9%
SIA
750
Schechter Investment Advisors
Michigan
$346K -$1.6K -15 -0.5%
28 29
30
31 32