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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
826
Valley National Advisers
Pennsylvania
$65K +$2.97K +41 +5%
BONH
827
Bank of New Hampshire
New Hampshire
$63.8K – – –
LFG
828
Larson Financial Group
Missouri
$62.8K -$32.6K -450 -36%
LC
829
Lindbrook Capital
California
$62.2K +$1.81K +25 +3%
SC
830
Sawyer & Company
Massachusetts
$62.2K – – –
AWM
831
Abound Wealth Management
Tennessee
$60.9K – – –
BTI
832
Blue Trust Inc
Georgia
$60.7K +$28.6K +395 +109%
OIA
833
Optimum Investment Advisors
Illinois
$60.2K +$54.3K +750 New
CT
834
Cambridge Trust
Massachusetts
$59K – – –
TWD
835
True Wealth Design
Ohio
$56.8K +$507 +7 +1%
NFSG
836
Newbridge Financial Services Group
Florida
$56.2K +$50.7K +701 New
TFIPS
837
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.1K – – –
GIA
838
GHP Investment Advisors
Colorado
$53.7K +$362 +5 +0.8%
HIA
839
Harbor Investment Advisory
Maryland
$51.5K +$1.74K +24 +4%
AA
840
AlphaMark Advisors
Kentucky
$49K -$12.9K -178 -23%
CJ
841
Caitlin John
Michigan
$47.6K -$6.66K -92 -13%
AGWCA
842
Annis Gardner Whiting Capital Advisors
Florida
$47.3K -$149K -2,059 -78%
FA
843
Financial Avengers
California
$46.1K +$434 +6 +1%
NSIM
844
North Star Investment Management
Illinois
$45.7K -$29K -400 -41%
MSG
845
Main Street Group
Virginia
$45.5K +$290 +4 +0.7%
AWM
846
AllSquare Wealth Management
New York
$44.8K -$11.1K -153 -21%
WB
847
Webster Bank
Connecticut
$44.7K – – –
CWM
848
Compass Wealth Management
Connecticut
$42.1K – – –
SS
849
Sunbelt Securities
Texas
$41.5K – – –
MC
850
Muzinich & Co
New York
$41.1K – – –
32 33
34
35 36