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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Clearstead Advisors
Ohio
$85.3K +$9.06K +112 +13%
RIL
827
Rothschild Investment LLC
Illinois
$83.8K +$3.24K +40 +4%
SSB
828
Sandy Spring Bank
Maryland
$83.5K +$567 +7 +0.8%
SIS
829
Sound Income Strategies
Florida
$82.3K – – –
LC
830
Lindbrook Capital
California
$81.3K +$10.6K +131 +17%
IBOK
831
Independence Bank of Kentucky
Kentucky
$81.1K – – –
PO
832
Private Ocean
California
$80.7K – – –
BHWM
833
Bay Harbor Wealth Management
Maryland
$80.3K -$10.6K -131 -13%
EC
834
EdgeRock Capital
Colorado
$79.9K +$72.1K +891 New
HF
835
Halpern Financial
Virginia
$77.2K -$28.4K -351 -29%
SAM
836
Smartleaf Asset Management
Massachusetts
$77K -$9.23K -114 -12%
MC
837
Muzinich & Co
New York
$74.5K +$19.7K +244 +42%
LIA
838
Lynx Investment Advisory
District of Columbia
$73.8K +$66.7K +824 New
CH
839
Cromwell Holdings
Wyoming
$73.2K +$65.6K +811 New
BONH
840
Bank of New Hampshire
New Hampshire
$71.2K – – –
VNA
841
Valley National Advisers
Pennsylvania
$71K -$1.29K -16 -2%
BTI
842
Blue Trust Inc
Georgia
$70.7K +$10.1K +125 +17%
OLVIG
843
Oliver Lagore Vanvalin Investment Group
Michigan
$70.4K +$63.5K +785 New
SC
844
Sawyer & Company
Massachusetts
$69K – – –
OIA
845
Optimum Investment Advisors
Illinois
$67.2K – – –
AWM
846
Abound Wealth Management
Tennessee
$67K -$971 -12 -2%
TWD
847
True Wealth Design
Ohio
$63.9K +$486 +6 +0.8%
GXJ
848
Global X Japan
Japan
$62.8K +$56.7K +701 New
TFIPS
849
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.7K – – –
PG
850
Proffitt & Goodson
Tennessee
$62.2K -$10.6K -131 -16%
32 33
34
35 36