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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
801
Silvant Capital Management
Georgia
$104K – – –
OCM
802
Orion Capital Management
California
$104K -$36.2K -500 -28%
PBK
803
Peoples Bank (Kansas)
Kansas
$99.1K – – –
MPWT
804
MassMutual Private Wealth & Trust
Connecticut
$98.4K +$4.05K +56 +5%
HF
805
Halpern Financial
Virginia
$96K – – –
CWC
806
Carolinas Wealth Consulting
North Carolina
$89.8K +$4.42K +61 +6%
FCAS
807
First Command Advisory Services
Texas
$88.2K +$79.6K +1,100 New
AW
808
Avion Wealth
Texas
$86K +$1.23K +17 +2%
TIM
809
Thompson Investment Management
Wisconsin
$85.3K – – –
BHWM
810
Bay Harbor Wealth Management
Maryland
$82.6K -$1.09K -15 -1%
SN
811
Sittner & Nelson
Oregon
$82.3K – – –
FCA
812
FinTrust Capital Advisors
South Carolina
$80.2K -$17.4K -240 -19%
HCP
813
Hexagon Capital Partners
Arkansas
$80.2K – – –
PGAM
814
Princeton Global Asset Management
New Jersey
$80.2K – – –
SAM
815
Smartleaf Asset Management
Massachusetts
$78.3K +$5.28K +73 +8%
UB
816
UMB Bank
Missouri
$78K +$579 +8 +0.8%
JWA
817
JFS Wealth Advisors
Pennsylvania
$76.9K +$52.2K +721 +303%
SSB
818
Sandy Spring Bank
Maryland
$74.1K +$72 +1 +0.1%
EWA
819
EverSource Wealth Advisors
Alabama
$74K +$43.4K +600 +169%
SIS
820
Sound Income Strategies
Florida
$73.7K – – –
IBOK
821
Independence Bank of Kentucky
Kentucky
$72.6K – – –
PO
822
Private Ocean
California
$72.2K – – –
RIL
823
Rothschild Investment LLC
Illinois
$71.8K +$1.09K +15 +2%
PG
824
Proffitt & Goodson
Tennessee
$66.2K – – –
BCMLT
825
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.9K – – –
31 32
33
34 35