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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
776
Community Bank & Trust (Waco, Texas)
Texas
$224K – – –
AWE
777
Avidian Wealth Enterprises
Texas
$222K +$6.84K +71 +3%
VFA
778
Valeo Financial Advisors
Indiana
$221K +$8.19K +85 +4%
NFG
779
Nations Financial Group
Iowa
$220K +$385 +4 +0.2%
MAM
780
Morse Asset Management
Connecticut
$220K +$106K +1,105 +105%
SCM
781
Saxony Capital Management
Missouri
$219K +$1.45K +15 +0.7%
GS
782
GTS Securities
Florida
$219K -$170K -1,766 -45%
BJL
783
Brighton Jones LLC
Washington
$218K +$206K +2,134 New
SFS
784
Stiles Financial Services
Minnesota
$217K – – –
HKIMG
785
Hutchens & Kramer Investment Management Group
Indiana
$217K +$205K +2,127 New
CFB
786
Cullen/Frost Bankers
Texas
$217K -$3.18K -33 -2%
WSA
787
Warm Springs Advisors
California
$216K – – –
IP
788
Ignite Planners
California
$214K -$96 -1 -0%
GVAG
789
Great Valley Advisor Group
Delaware
$213K -$211K -2,194 -51%
CA
790
Continuum Advisory
Idaho
$212K +$10K +104 +5%
SAM
791
Smartleaf Asset Management
Massachusetts
$211K +$60.3K +626 +42%
CCWM
792
Cassaday & Co Wealth Management
Virginia
$211K +$199K +2,065 New
TBT
793
Texas Bank & Trust
Texas
$209K – – –
SIC
794
SJS Investment Consulting
Ohio
$208K +$3.66K +38 +2%
CW
795
Channel Wealth
California
$206K -$57.7K -599 -23%
JFG
796
Jefferies Financial Group
New York
$206K +$5.88K +61 +3%
AIA
797
Affinity Investment Advisors
California
$205K – – –
MFWP
798
Mosaic Family Wealth Partners
Missouri
$205K – – –
AA
799
Apriem Advisors
California
$205K +$674 +7 +0.4%
FP
800
Financial Perspectives
Minnesota
$204K – – –
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