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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
726
Onyx Bridge Wealth Group
New York
$305K +$2.49K +25 +0.8%
JHP
727
James Hambro & Partners
United Kingdom
$304K – – –
CWG
728
Crown Wealth Group
North Carolina
$301K -$11.2K -113 -4%
MWM
729
Mission Wealth Management
California
$301K +$16.1K +162 +6%
RZH
730
Relyea Zuckerberg Hanson
Connecticut
$299K +$3.38K +34 +1%
BAAM
731
Baker Avenue Asset Management
California
$295K +$287K +2,890 New
RIL
732
Rothschild Investment LLC
Illinois
$294K +$209K +2,097 +269%
HSA
733
HBK Sorce Advisory
Pennsylvania
$293K +$226K +2,276 New
SEP
734
Southland Equity Partners
Missouri
$293K -$15K -151 -5%
COCM
735
Charter Oak Capital Management
New Hampshire
$292K – – –
BCM
736
BTC Capital Management
Iowa
$292K – – –
BFA
737
Beaumont Financial Advisors
Massachusetts
$291K +$2.19K +22 +0.8%
SW
738
SVB Wealth
Massachusetts
$288K +$3.68K +37 +1%
IAS
739
IMA Advisory Services
Colorado
$287K -$18.4K -185 -6%
CI
740
Cigna Investments
Connecticut
$287K -$8.06K -81 -3%
JPG
741
Jordan Park Group
California
$286K – – –
SAI
742
Savvy Advisors Inc
New York
$286K +$5.87K +59 +2%
WA
743
Wealth Alliance
New York
$286K +$279K +2,801 New
IHL
744
Investment House LLC
California
$286K – – –
EWA
745
EverSource Wealth Advisors
Alabama
$286K +$109K +1,092 +64%
ACA
746
Aptus Capital Advisors
Alabama
$285K -$120K -1,207 -30%
ETC
747
Exchange Traded Concepts
Oklahoma
$285K +$177K +1,780 +176%
AIFAIM
748
American Institute for Advanced Investment Management
Arizona
$285K -$187K -1,880 -40%
NL
749
NWAM LLC
Washington
$284K +$30K +302 +12%
CA
750
Commerzbank Aktiengesellschaft
Germany
$282K -$9.55K -96 -3%
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