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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
801
Channel Wealth
California
$270K -$29.3K -249 -9%
BIG
802
Brooklyn Investment Group
New York
$268K +$3.06K +26 +1%
PIA
803
Perennial Investment Advisors
California
$268K -$470 -4 -0.2%
KA
804
Kovack Advisors
Florida
$267K -$1.53K -13 -0.5%
SAI
805
Savvy Advisors Inc
New York
$266K +$90K +766 +43%
BFM
806
Boothbay Fund Management
New York
$263K +$294K +2,501 New
DWAM
807
Duncan Williams Asset Management
Tennessee
$259K +$1.53K +13 +0.5%
DAS
808
Dynamic Advisor Solutions
Arizona
$258K -$15.6K -133 -5%
PCS
809
Personal CFO Solutions
New Jersey
$257K -$302K -2,567 -51%
NL
810
NWAM LLC
Washington
$256K – – –
EWA
811
EverSource Wealth Advisors
Alabama
$255K +$88.2K +751 +45%
FCG
812
Fielder Capital Group
Tennessee
$253K -$3.64K -31 -1%
TPWM
813
Twelve Points Wealth Management
Massachusetts
$253K -$87.9K -748 -24%
BA
814
Bristlecone Advisors
Washington
$252K – – –
AFP
815
Ausdal Financial Partners
Iowa
$247K -$17K -145 -6%
TBT
816
Texas Bank & Trust
Texas
$245K +$274K +2,334 New
GCP
817
GSA Capital Partners
United Kingdom
$245K +$274K +2,329 New
WB
818
WesBanco Bank
West Virginia
$245K +$40.5K +345 +17%
DWM
819
Diversify Wealth Management
Utah
$244K +$284K +2,415 New
BFC
820
Bedel Financial Consulting
Indiana
$243K +$2.35K +20 +0.9%
SFC
821
Strategic Financial Concepts
Texas
$243K +$587 +5 +0.2%
MFA
822
Mayflower Financial Advisors
Massachusetts
$242K +$5.88K +50 +2%
PAM
823
Pegasus Asset Management
New York
$242K – – –
IP
824
Ignite Planners
California
$242K +$235 +2 +0.1%
SRL
825
Scientech Research LLC
New Jersey
$240K +$268K +2,282 New
31 32
33
34 35