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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
776
IRON Financial
Illinois
$214K +$239K +2,483 New
DWAM
777
Duncan Williams Asset Management
Tennessee
$214K +$1.54K +16 +0.6%
BAM
778
Belpointe Asset Management
Nevada
$213K -$460K -4,774 -66%
MG
779
Mather Group
Illinois
$212K -$11.1K -115 -4%
AIP
780
Arrowpoint Investment Partners
Singapore
$211K +$237K +2,458 New
TPM
781
Triasima Portfolio Management
Quebec, Canada
$211K -$2.51M -26,090 -91%
AFP
782
Ausdal Financial Partners
Iowa
$210K +$9.35K +97 +4%
FCG
783
Fielder Capital Group
Tennessee
$207K +$96 +1 +0%
QL
784
Quarry LP
New York
$206K +$147K +1,524 +174%
PJSIMP
785
P.J. Schmidt Investment Management (PJS)
Wisconsin
$203K -$48.2K -500 -17%
WPW
786
Waldron Private Wealth
Pennsylvania
$203K +$225K +2,338 New
A
787
Argentarii
Ohio
$201K +$225K +2,333 New
PTC
788
Private Trust Company
Ohio
$198K -$52.9K -549 -19%
HWA
789
Heritage Wealth Advisors
Virginia
$191K – – –
GWM
790
Geneos Wealth Management
Colorado
$180K +$91.5K +950 +83%
MAM
791
Morse Asset Management
Connecticut
$176K -$2.45M -25,460 -93%
CFB
792
Cullen/Frost Bankers
Texas
$172K – – –
FP
793
Financial Perspectives
Minnesota
$172K – – –
BBPWM
794
Blue Bell Private Wealth Management
Pennsylvania
$169K +$190K +1,969 New
CT
795
Coastline Trust
Rhode Island
$160K +$4.24K +44 +2%
CI
796
CX Institutional
Indiana
$155K -$289K -3,000 -62%
MMG
797
Monetary Management Group
Missouri
$155K – – –
OP
798
ORG Partners
Indiana
$153K -$1.34M -13,951 -89%
NL
799
NVWM LLC
Pennsylvania
$146K +$482 +5 +0.3%
MHR
800
Matthew Hamilton Rosenberg
$145K +$58.3K +605 +56%
30 31
32
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