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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
776
Kovack Advisors
Florida
$304K -$28.8K -269 -10%
PIA
777
Perennial Investment Advisors
California
$303K +$963 +9 +0.4%
BIG
778
Brooklyn Investment Group
New York
$300K +$214 +2 +0.1%
AFP
779
Ausdal Financial Partners
Iowa
$296K +$22K +206 +9%
IAS
780
Insigneo Advisory Services
Florida
$294K +$2.78K +26 +1%
MG
781
Mather Group
Illinois
$293K -$165K -1,545 -38%
NGA
782
Naples Global Advisors
Florida
$293K -$26.7K -250 -9%
DWAM
783
Duncan Williams Asset Management
Tennessee
$291K +$262K +2,453 New
FCG
784
Fielder Capital Group
Tennessee
$290K +$1.82K +17 +0.7%
NL
785
NWAM LLC
Washington
$289K +$261K +2,436 New
BA
786
Bristlecone Advisors
Washington
$284K -$1.07K -10 -0.4%
SG
787
StoneX Group
New York
$278K +$250K +2,333 New
DWM
788
Dakota Wealth Management
Florida
$275K -$2.03K -19 -0.8%
BFC
789
Bedel Financial Consulting
Indiana
$275K +$1.07K +10 +0.4%
CIC
790
Carnegie Investment Counsel
Ohio
$274K – – –
SFC
791
Strategic Financial Concepts
Texas
$274K +$244K +2,277 +8,758%
PAM
792
Pegasus Asset Management
New York
$273K – – –
CBTWT
793
Community Bank & Trust (Waco, Texas)
Texas
$273K – – –
IP
794
Ignite Planners
California
$271K -$30.9K -289 -11%
DTL
795
Dynamic Technology Lab
Singapore
$271K +$244K +2,278 New
ATPW
796
Ashton Thomas Private Wealth
Arizona
$270K +$69.6K +651 +40%
PRS
797
Pinkerton Retirement Specialists
Idaho
$270K +$243K +2,268 New
LWM
798
Liberty Wealth Management
California
$269K +$242K +2,262 New
CCMG
799
Clark Capital Management Group
Pennsylvania
$268K +$242K +2,258 New
MFA
800
Mayflower Financial Advisors
Massachusetts
$268K +$2.35K +22 +1%
30 31
32
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