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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
801
HHM Wealth Advisors
Tennessee
$103K -$9.36K -100 -7%
RFS
802
Richardson Financial Services
Massachusetts
$102K +$15.9K +170 +16%
TFA
803
Toth Financial Advisory
Virginia
$102K – – –
RFP
804
Root Financial Partners
California
$100K -$936 -10 -0.8%
DMBA
805
Deseret Mutual Benefit Administrators
Utah
$100K -$7.39K -79 -6%
AT
806
Avalon Trust
New Mexico
$99.5K -$374 -4 -0.3%
SN
807
Sittner & Nelson
Oregon
$98.3K – – –
FCAS
808
First Command Advisory Services
Texas
$91.2K – – –
KA
809
Kozak & Associates
Colorado
$89.2K – – –
CCM
810
Copeland Capital Management
Pennsylvania
$89.2K +$101K +1,075 New
WAU
811
Wellington-Altus USA
Manitoba, Canada
$86.4K +$97.4K +1,041 New
ETC
812
Exchange Traded Concepts
Oklahoma
$83.9K -$253K -2,704 -73%
CH
813
Cromwell Holdings
Wyoming
$83.7K +$12.9K +138 +16%
EW
814
Elyxium Wealth
California
$83.3K +$94K +1,004 New
AA
815
Addison Advisors
Vermont
$80.6K -$1.31K -14 -1%
MHR
816
Matthew Hamilton Rosenberg
$80.5K -$14.2K -152 -14%
OP
817
ORG Partners
Indiana
$80.1K -$8.61K -92 -9%
LC
818
Lavaca Capital
Texas
$79.7K -$13.1K -140 -13%
BTI
819
Blue Trust Inc
Georgia
$77.3K -$71.8K -767 -45%
BONH
820
Bank of New Hampshire
New Hampshire
$75.5K +$10.8K +115 +14%
ESC
821
Eurizon SLJ Capital
$75.2K +$84.8K +906 New
OAM
822
Ostrum Asset Management
France
$74.7K -$28.1K -300 -25%
OL
823
OneFund LLC
Florida
$69.9K +$4.4K +47 +6%
SHF
824
Safe Harbor Fiduciary
Florida
$68.4K +$77.1K +824 New
PAM
825
Parvin Asset Management
South Dakota
$68K -$1.12K -12 -1%
31 32
33
34 35