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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
801
Intrua Financial
Texas
$237K -$61.6K -654 -22%
MFA
802
Mayflower Financial Advisors
Massachusetts
$235K +$216K +2,290 New
CA
803
Commerzbank Aktiengesellschaft
Germany
$234K +$215K +2,280 New
SMC
804
Smith, Moore & Co
Missouri
$233K +$214K +2,271 New
MAM
805
Mystic Asset Management
Rhode Island
$229K +$210K +2,231 New
RPSA
806
Richard P. Slaughter Associates
Texas
$229K -$29.7K -315 -12%
HWA
807
Heritage Wealth Advisors
Virginia
$228K – – –
CBTWT
808
Community Bank & Trust (Waco, Texas)
Texas
$226K +$207K +2,200 New
CPC
809
Cookson Peirce & Co
Pennsylvania
$222K -$71.4K -757 -26%
CFB
810
Cullen/Frost Bankers
Texas
$221K +$14.9K +158 +8%
NFG
811
Nations Financial Group
Iowa
$221K -$269K -2,857 -57%
SCM
812
Saxony Capital Management
Missouri
$219K +$201K +2,136 New
SFS
813
Stiles Financial Services
Minnesota
$218K +$201K +2,127 New
WSA
814
Warm Springs Advisors
California
$217K -$73.8K -783 -27%
AWE
815
Avidian Wealth Enterprises
Texas
$216K +$199K +2,108 New
BWP
816
Balboa Wealth Partners
Arizona
$216K +$199K +2,106 New
VFA
817
Valeo Financial Advisors
Indiana
$214K +$197K +2,088 New
TBT
818
Texas Bank & Trust
Texas
$211K +$194K +2,054 New
MFWP
819
Mosaic Family Wealth Partners
Missouri
$209K -$63.4K -673 -25%
IP
820
Ignite Planners
California
$209K +$198K +2,098 New
AWA
821
Arkadios Wealth Advisors
Georgia
$209K +$192K +2,038 New
ETC
822
Exchange Traded Concepts
Oklahoma
$209K +$80.2K +851 +72%
JIC
823
Johnson Investment Counsel
Ohio
$209K +$192K +2,033 New
WB
824
WesBanco Bank
West Virginia
$208K +$191K +2,029 New
AIA
825
Affinity Investment Advisors
California
$206K +$190K +2,013 New
31 32
33
34 35