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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
726
Ashton Thomas Private Wealth
Arizona
$305K +$297K +2,988 New
OBWG
727
Onyx Bridge Wealth Group
New York
$305K +$2.49K +25 +0.8%
JHP
728
James Hambro & Partners
United Kingdom
$304K – – –
CWG
729
Crown Wealth Group
North Carolina
$301K -$11.2K -113 -4%
MWM
730
Mission Wealth Management
California
$301K +$16.1K +162 +6%
RZH
731
Relyea Zuckerberg Hanson
Connecticut
$299K +$3.38K +34 +1%
BAAM
732
Baker Avenue Asset Management
California
$295K +$287K +2,890 New
RIL
733
Rothschild Investment LLC
Illinois
$294K +$209K +2,097 +269%
HSA
734
HBK Sorce Advisory
Pennsylvania
$293K +$226K +2,276 New
SEP
735
Southland Equity Partners
Missouri
$293K -$15K -151 -5%
COCM
736
Charter Oak Capital Management
New Hampshire
$292K – – –
BCM
737
BTC Capital Management
Iowa
$292K – – –
BFA
738
Beaumont Financial Advisors
Massachusetts
$291K +$2.19K +22 +0.8%
SW
739
SVB Wealth
Massachusetts
$288K +$3.68K +37 +1%
IAS
740
IMA Advisory Services
Colorado
$287K -$18.4K -185 -6%
CI
741
Cigna Investments
Connecticut
$287K -$8.06K -81 -3%
JPG
742
Jordan Park Group
California
$286K – – –
SAI
743
Savvy Advisors Inc
New York
$286K +$5.87K +59 +2%
WA
744
Wealth Alliance
New York
$286K +$279K +2,801 New
IHL
745
Investment House LLC
California
$286K – – –
EWA
746
EverSource Wealth Advisors
Alabama
$286K +$109K +1,092 +64%
ACA
747
Aptus Capital Advisors
Alabama
$285K -$120K -1,207 -30%
ETC
748
Exchange Traded Concepts
Oklahoma
$285K +$177K +1,780 +176%
AIFAIM
749
American Institute for Advanced Investment Management
Arizona
$285K -$187K -1,880 -40%
NL
750
NWAM LLC
Washington
$284K +$30K +302 +12%
28 29
30
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