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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIMG
751
Hutchens & Kramer Investment Management Group
Indiana
$232K -$1.05K -13 -0.5%
SCM
752
Saxony Capital Management
Missouri
$231K -$2.75K -34 -1%
PIA
753
Perennial Investment Advisors
California
$228K +$971 +12 +0.5%
1WM
754
1858 Wealth Management
Ohio
$227K +$205K +2,532 New
PFS
755
Prospera Financial Services
Texas
$226K +$204K +2,523 New
FCP
756
Fidelis Capital Partners
Florida
$223K +$171K +2,114 New
FCG
757
Fielder Capital Group
Tennessee
$217K +$196K +2,422 New
JIC
758
Johnson Investment Counsel
Ohio
$215K -$9.06K -112 -4%
BA
759
Bristlecone Advisors
Washington
$215K +$195K +2,404 New
MW
760
Maia Wealth
Colorado
$215K +$178K +2,202 New
GP
761
Girard Partners
Pennsylvania
$214K +$193K +2,389 New
FA
762
FDx Advisors
Illinois
$214K -$50.1K -619 -21%
MWM
763
Mission Wealth Management
California
$212K +$192K +2,371 New
CGL
764
Clarius Group LLC
Washington
$210K -$17.2K -212 -8%
DWM
765
Dakota Wealth Management
Florida
$209K -$13.6K -168 -7%
MSFS
766
Main Street Financial Solutions
Pennsylvania
$208K +$188K +2,325 New
BFC
767
Bedel Financial Consulting
Indiana
$207K +$187K +2,307 New
CIC
768
Carnegie Investment Counsel
Ohio
$207K +$187K +2,305 New
PAM
769
Pegasus Asset Management
New York
$206K -$744K -9,195 -80%
CBTWT
770
Community Bank & Trust (Waco, Texas)
Texas
$206K -$80.9K -1,000 -30%
GLA
771
Good Life Advisors
Pennsylvania
$206K +$186K +2,294 New
AFP
772
Ausdal Financial Partners
Iowa
$205K +$185K +2,288 New
MSAM
773
Moloney Securities Asset Management
Missouri
$202K +$183K +2,255 New
HCM
774
Hodges Capital Management
Texas
$202K -$608K -7,507 -77%
FDCP
775
Foster Dykema Cabot & Partners
Massachusetts
$202K +$182K +2,249 New
29 30
31
32 33