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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
826
NCP Inc
California
$66.7K +$75.2K +804 New
RIL
827
Rothschild Investment LLC
Illinois
$64.7K +$9.73K +104 +15%
JWA
828
JFS Wealth Advisors
Pennsylvania
$62.6K +$2.53K +27 +4%
AWM
829
Abound Wealth Management
Tennessee
$62.1K – – –
SIM
830
Sentry Investment Management
Wisconsin
$62K – – –
EB
831
Eastern Bank
Massachusetts
$61K – – –
CT
832
Caldwell Trust
Florida
$60.1K +$67.9K +725 New
TWD
833
True Wealth Design
Ohio
$59.4K +$5.24K +56 +8%
PG
834
Proffitt & Goodson
Tennessee
$58.4K +$7.67K +82 +13%
VNA
835
Valley National Advisers
Pennsylvania
$54K – – –
FHC
836
First Horizon Corporation
Tennessee
$53.9K -$1.22K -13 -2%
EF
837
Entrust Financial
Pennsylvania
$52.8K +$59.6K +637 New
AW
838
Avion Wealth
Texas
$52K -$9.64K -103 -14%
FA
839
Financial Avengers
California
$50.7K +$374 +4 +0.7%
MC
840
Muzinich & Co
New York
$50K -$81.3K -869 -59%
GWSA
841
Global Wealth Strategies & Associates
Colorado
$49.8K +$56.2K +600 New
PWA
842
Physician Wealth Advisors
Utah
$49.5K +$49.2K +526 +741%
CJ
843
Caitlin John
Michigan
$49.5K -$187 -2 -0.3%
SC
844
Sawyer & Company
Massachusetts
$49.4K – – –
DF
845
Dunhill Financial
United Kingdom
$49.2K -$14.9K -159 -27%
WTC
846
WhitTier Trust Company
Nevada
$46.9K -$2.9K -31 -5%
KBFS
847
Kohmann Bosshard Financial Services
Ohio
$45.2K +$51K +545 New
GXJ
848
Global X Japan
Japan
$44.9K -$22K -235 -30%
AGWCA
849
Annis Gardner Whiting Capital Advisors
Florida
$44.4K -$749 -8 -1%
SFG
850
Strive Financial Group
Indiana
$43.6K +$49.2K +526 New
32 33
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