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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
726
American Investment Services
Massachusetts
$318K – – –
FCM
727
Fortis Capital Management
Washington
$317K +$377 +4 +0.1%
CAG
728
Crestwood Advisors Group
Massachusetts
$313K +$16.1K +171 +6%
CYG
729
Clean Yield Group
Vermont
$310K – – –
EC
730
EntryPoint Capital
New York
$308K -$217K -2,304 -43%
API
731
Asset Planning Inc
California
$308K – – –
OBWG
732
Onyx Bridge Wealth Group
New York
$307K -$50.3K -534 -15%
IAS
733
IMA Advisory Services
Colorado
$306K +$283 +3 +0.1%
TPWA
734
TRUE Private Wealth Advisors
Oregon
$305K +$10.1K +107 +4%
IA
735
Integrity Alliance
Iowa
$302K -$341K -3,614 -55%
MPM
736
MBB Public Markets
Illinois
$301K -$62.9K -667 -19%
COCM
737
Charter Oak Capital Management
New Hampshire
$301K – – –
LSIA
738
LaSalle St. Investment Advisors
Illinois
$300K – – –
PPWP
739
Premier Path Wealth Partners
New Jersey
$296K +$9.14K +97 +3%
CI
740
Cigna Investments
Connecticut
$296K -$4.43K -47 -2%
PIA
741
Perennial Investment Advisors
California
$294K +$2.73K +29 +1%
CW
742
CreativeOne Wealth
Kansas
$291K -$27K -286 -9%
FTWA
743
Fifth Third Wealth Advisors
Ohio
$290K -$17.2K -182 -6%
BFA
744
Beaumont Financial Advisors
Massachusetts
$290K -$36.5K -387 -12%
WT
745
Whittier Trust
California
$289K -$41.9K -445 -14%
JPG
746
Jordan Park Group
California
$288K – – –
IC
747
Iconiq Capital
California
$286K +$263K +2,792 New
AIP
748
Ameritas Investment Partners
Nebraska
$286K -$6.98K -74 -3%
DWM
749
Destination Wealth Management
California
$286K -$81.3K -862 -24%
WPC
750
Wedmont Private Capital
Pennsylvania
$285K +$5.47K +58 +2%
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