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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
776
Samalin Investment Counsel
New York
$261K +$2.07K +22 +0.9%
CAG
777
Centerpoint Advisory Group
Kansas
$260K – – –
SWM
778
Segment Wealth Management
Texas
$260K -$4.15K -44 -2%
SWM
779
Seed Wealth Management
Illinois
$260K -$8.48K -90 -3%
MG
780
Mather Group
Illinois
$259K +$5.56K +59 +2%
AFG
781
Atomi Financial Group
New York
$258K +$237K +2,517 New
IF
782
IRON Financial
Illinois
$258K +$3.21K +34 +1%
PFM
783
Patton Fund Management
Texas
$257K +$237K +2,510 New
NL
784
NWAM LLC
Washington
$257K +$243K +2,578 New
DWAM
785
Duncan Williams Asset Management
Tennessee
$257K +$2.07K +22 +0.9%
LFG
786
Larson Financial Group
Missouri
$251K +$74.5K +790 +48%
HSA
787
HBK Sorce Advisory
Pennsylvania
$248K +$228K +2,419 New
MS
788
Maven Securities
Jersey
$247K +$227K +2,406 New
PTC
789
Private Trust Company
Ohio
$247K +$9.43K +100 +4%
GWM
790
Geneos Wealth Management
Colorado
$246K +$28.9K +307 +15%
FCG
791
Fielder Capital Group
Tennessee
$245K -$1.79K -19 -0.8%
PJSIMP
792
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K – – –
BIG
793
Brookwood Investment Group
Arizona
$242K -$23K -244 -9%
WPW
794
Waldron Private Wealth
Pennsylvania
$242K – – –
BFC
795
Bedel Financial Consulting
Indiana
$241K – – –
AFP
796
Ausdal Financial Partners
Iowa
$241K -$8.86K -94 -4%
DWM
797
Diversify Wealth Management
Utah
$239K -$4.71K -50 -2%
WA
798
Wealth Alliance
New York
$239K +$219K +2,328 New
PCS
799
Personal CFO Solutions
New Jersey
$239K +$219K +2,326 New
UB
800
UMB Bank
Missouri
$238K -$20.2K -214 -8%
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