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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
751
Core Wealth Partners
California
$329K -$92.8K -790 -20%
WPC
752
Wedmont Private Capital
Pennsylvania
$328K +$20K +170 +6%
YCG
753
Yeomans Consulting Group
Georgia
$326K -$191K -1,627 -34%
AIS
754
American Investment Services
Massachusetts
$326K – – –
PFS
755
Prospera Financial Services
Texas
$325K +$33.3K +283 +10%
CAG
756
Crestwood Advisors Group
Massachusetts
$323K +$9.52K +81 +3%
ECM
757
Evergreen Capital Management
Washington
$321K – – –
MAS
758
Meeder Advisory Services
Ohio
$320K -$12.3K -105 -3%
CYG
759
Clean Yield Group
Vermont
$320K – – –
OWM
760
OneAscent Wealth Management
Alabama
$319K -$85.3K -726 -19%
AA
761
Apriem Advisors
California
$315K – – –
API
762
Asset Planning Inc
California
$315K +$352K +3,000 New
PSFG
763
Park Square Financial Group
Georgia
$314K +$351K +2,991 New
CI
764
Cigna Investments
Connecticut
$314K -$6.34K -54 -2%
IAS
765
IMA Advisory Services
Colorado
$313K – – –
IF
766
Intrua Financial
Texas
$310K -$204K -1,737 -37%
CFG
767
Cooper Financial Group
California
$310K +$16.4K +140 +5%
CCT
768
Capital City Trust
Florida
$309K – – –
AC
769
Aristeia Capital
Connecticut
$308K -$13.2K -112 -4%
COCM
770
Charter Oak Capital Management
New Hampshire
$307K +$470 +4 +0.1%
RZH
771
Relyea Zuckerberg Hanson
Connecticut
$307K +$235 +2 +0.1%
FTWA
772
Fifth Third Wealth Advisors
Ohio
$305K -$3.41K -29 -1%
ACM
773
Alethea Capital Management
Washington
$303K +$339K +2,884 New
CG
774
Cynosure Group
Utah
$301K +$337K +2,864 New
PJSIMP
775
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K – – –
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