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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
726
Allen Mooney & Barnes Investment Advisors
Georgia
$275K +$193 +2 +0.1%
IHL
727
Investment House LLC
California
$275K – – –
DWP
728
Daymark Wealth Partners
Ohio
$275K -$6.65K -69 -2%
AIM
729
Allen Investment Management
New York
$275K – – –
AIP
730
Ameritas Investment Partners
Nebraska
$274K -$8.96K -93 -3%
RWPA
731
Richard W. Paul & Associates
Michigan
$274K -$771 -8 -0.3%
CPA
732
Cardiff Park Advisors
California
$274K +$259K +2,684 New
CW
733
CreativeOne Wealth
Kansas
$271K -$17.1K -178 -6%
CAG
734
Csenge Advisory Group
Florida
$270K -$500K -5,192 -66%
AWM
735
Aberdeen Wealth Management
Illinois
$270K – – –
WAM
736
Walker Asset Management
Missouri
$270K +$1.93K +20 +0.8%
SWP
737
Sagespring Wealth Partners
Tennessee
$269K -$4.05K -42 -2%
NL
738
NWAM LLC
Washington
$269K +$963 +10 +0.4%
DWM
739
Diversify Wealth Management
Utah
$269K – – –
C
740
Certuity
Florida
$267K +$252K +2,619 New
LSA
741
Leonteq Securities AG
Switzerland
$265K -$76.9K -798 -23%
RCM
742
Raleigh Capital Management
North Carolina
$262K -$10.5K -109 -4%
SIC
743
Samalin Investment Counsel
New York
$261K +$1.45K +15 +0.6%
AWM
744
Aprio Wealth Management
Georgia
$260K -$76.8K -797 -24%
CAG
745
Centerpoint Advisory Group
Kansas
$258K – – –
SWM
746
Segment Wealth Management
Texas
$258K – – –
DWAM
747
Duncan Williams Asset Management
Tennessee
$257K +$1.73K +18 +0.7%
LSIA
748
LaSalle St. Investment Advisors
Illinois
$256K -$39.8K -413 -14%
FC
749
Farringdon Capital
United Kingdom
$256K +$242K +2,511 New
PFM
750
Patton Fund Management
Texas
$256K – – –
28 29
30
31 32