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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
726
Infrastructure Capital Advisors
New York
$377K -$4.07K -38 -1%
TPWM
727
Twelve Points Wealth Management
Massachusetts
$375K -$4.26M -39,858 -93%
MAS
728
Meeder Advisory Services
Ohio
$374K -$15.8K -148 -4%
SFG
729
Sovereign Financial Group
Connecticut
$373K – – –
MMA
730
Miracle Mile Advisors
California
$372K +$4.81K +45 +1%
AIS
731
American Investment Services
Massachusetts
$369K – – –
ECM
732
Evergreen Capital Management
Washington
$363K +$17.9K +167 +6%
KWS
733
Keystone Wealth Services
California
$362K -$22.2K -208 -6%
CI
734
Cigna Investments
Connecticut
$362K – – –
CYG
735
Clean Yield Group
Vermont
$361K +$4.49K +42 +1%
AC
736
Aristeia Capital
Connecticut
$361K +$325K +3,038 New
WPC
737
Wedmont Private Capital
Pennsylvania
$359K +$50.6K +473 +18%
WT
738
Whittier Trust
California
$358K -$199K -1,864 -38%
CW
739
CreativeOne Wealth
Kansas
$358K +$322K +3,010 New
AA
740
Apriem Advisors
California
$356K -$21.4K -200 -6%
CAG
741
Crestwood Advisors Group
Massachusetts
$355K +$5.56K +52 +2%
IAS
742
IMA Advisory Services
Colorado
$353K – – –
AIP
743
Ameritas Investment Partners
Nebraska
$353K -$12.2K -114 -4%
CCT
744
Capital City Trust
Florida
$349K – – –
FTWA
745
Fifth Third Wealth Advisors
Ohio
$348K -$5.56K -52 -2%
COCM
746
Charter Oak Capital Management
New Hampshire
$347K +$535 +5 +0.2%
RZH
747
Relyea Zuckerberg Hanson
Connecticut
$347K +$2.89K +27 +0.9%
SIA
748
Schechter Investment Advisors
Michigan
$346K -$1.6K -15 -0.5%
PJSIMP
749
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K +$10.7K +100 +4%
CCG
750
Cypress Capital Group
Florida
$337K -$42.8K -400 -12%
28 29
30
31 32