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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
751
Wedmont Private Capital
Pennsylvania
$235K -$41.7K -433 -13%
JIP
752
Jaffetilchin Investment Partners
Florida
$234K – – –
DWM
753
Diversify Wealth Management
Utah
$233K +$22.2K +230 +10%
MFWP
754
Mosaic Family Wealth Partners
Missouri
$233K +$64.9K +673 +33%
IHL
755
Investment House LLC
California
$232K – – –
CNBT
756
Canandaigua National Bank & Trust
New York
$232K +$53K +550 +26%
AMBIA
757
Allen Mooney & Barnes Investment Advisors
Georgia
$232K +$9.73K +101 +4%
AIM
758
Allen Investment Management
New York
$232K – – –
ARC
759
Advisor Resource Council
Texas
$231K +$329K +3,419 New
SAI
760
Savvy Advisors Inc
New York
$230K +$13.6K +141 +6%
BFC
761
Bedel Financial Consulting
Indiana
$228K +$1.45K +15 +0.6%
AWM
762
Aberdeen Wealth Management
Illinois
$228K – – –
DWP
763
Daymark Wealth Partners
Ohio
$226K -$17.6K -183 -7%
SWM
764
Seed Wealth Management
Illinois
$225K – – –
CW
765
Channel Wealth
California
$225K +$4.82K +50 +2%
BIG
766
Brookwood Investment Group
Arizona
$224K +$251K +2,602 New
WAM
767
Walker Asset Management
Missouri
$224K -$123K -1,272 -33%
SWM
768
Segment Wealth Management
Texas
$222K -$2.12K -22 -0.8%
RPSA
769
Richard P. Slaughter Associates
Texas
$219K -$607K -6,303 -71%
CAG
770
Centerpoint Advisory Group
Kansas
$218K -$4.82K -50 -2%
UB
771
UMB Bank
Missouri
$218K -$400K -4,148 -62%
SIC
772
Samalin Investment Counsel
New York
$217K +$243K +2,526 New
CS
773
Capital Square
Tennessee
$217K +$243K +2,522 New
CIC
774
Carnegie Investment Counsel
Ohio
$215K +$48.2K +500 +22%
LIP
775
Lighthouse Investment Partners
Florida
$215K +$241K +2,500 New
29 30
31
32 33