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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
751
Advisor OS
Illinois
$368K +$23.5K +192 +7%
CW
752
CreativeOne Wealth
Kansas
$367K +$356K +2,902 New
SAI
753
Savvy Advisors Inc
New York
$365K +$10.9K +89 +3%
EWA
754
EverSource Wealth Advisors
Alabama
$364K +$10.8K +88 +3%
BC
755
Bayforest Capital
United Kingdom
$364K +$49.8K +406 +16%
BCM
756
BTC Capital Management
Iowa
$361K – – –
ACM
757
AlphaStar Capital Management
North Carolina
$361K +$23.8K +194 +7%
BFA
758
Beaumont Financial Advisors
Massachusetts
$361K +$613 +5 +0.2%
SEP
759
Southland Equity Partners
Missouri
$361K -$1.23K -10 -0.3%
KWM
760
Keebeck Wealth Management
Illinois
$359K +$90.8K +741 +36%
SW
761
SVB Wealth
Massachusetts
$359K +$2.45K +20 +0.7%
GIA
762
Gladstone Institutional Advisory
Florida
$357K +$346K +2,826 New
IAS
763
IMA Advisory Services
Colorado
$357K +$2.08K +17 +0.6%
AIFAIM
764
American Institute for Advanced Investment Management
Arizona
$356K +$3.06K +25 +0.9%
SIA
765
Soltis Investment Advisors
Utah
$355K +$62.3K +508 +22%
CI
766
Cigna Investments
Connecticut
$355K – – –
JPG
767
Jordan Park Group
California
$354K – – –
NL
768
NWAM LLC
Washington
$353K +$1.23K +10 +0.4%
TPCW
769
TD Private Client Wealth
New York
$353K -$330K -2,695 -49%
XWL
770
XXI Wealth LLC
Illinois
$352K +$34.1K +278 +11%
ACA
771
Aptus Capital Advisors
Alabama
$351K -$1.72K -14 -0.5%
PWM
772
Palacios Wealth Management
Florida
$348K – – –
DWA
773
Dorsey Wright & Associates
California
$347K +$337K +2,746 New
IA
774
IFP Advisors
Florida
$345K +$64.7K +528 +24%
FIC
775
Family Investment Center
Missouri
$345K +$335K +2,729 New
29 30
31
32 33