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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
826
Rothschild Investment LLC
Illinois
$64.7K +$9.73K +104 +15%
JWA
827
JFS Wealth Advisors
Pennsylvania
$62.6K +$2.53K +27 +4%
AWM
828
Abound Wealth Management
Tennessee
$62.1K – – –
SIM
829
Sentry Investment Management
Wisconsin
$62K – – –
EB
830
Eastern Bank
Massachusetts
$61K – – –
CT
831
Caldwell Trust
Florida
$60.1K +$67.9K +725 New
TWD
832
True Wealth Design
Ohio
$59.4K +$5.24K +56 +8%
PG
833
Proffitt & Goodson
Tennessee
$58.4K +$7.67K +82 +13%
VNA
834
Valley National Advisers
Pennsylvania
$54K – – –
FHC
835
First Horizon Corporation
Tennessee
$53.9K -$1.22K -13 -2%
EF
836
Entrust Financial
Pennsylvania
$52.8K +$59.6K +637 New
AW
837
Avion Wealth
Texas
$52K -$9.64K -103 -14%
FA
838
Financial Avengers
California
$50.7K +$374 +4 +0.7%
MC
839
Muzinich & Co
New York
$50K -$81.3K -869 -59%
GWSA
840
Global Wealth Strategies & Associates
Colorado
$49.8K +$56.2K +600 New
PWA
841
Physician Wealth Advisors
Utah
$49.5K +$49.2K +526 +741%
CJ
842
Caitlin John
Michigan
$49.5K -$187 -2 -0.3%
SC
843
Sawyer & Company
Massachusetts
$49.4K – – –
DF
844
Dunhill Financial
United Kingdom
$49.2K -$14.9K -159 -27%
WTC
845
WhitTier Trust Company
Nevada
$46.9K -$2.9K -31 -5%
KBFS
846
Kohmann Bosshard Financial Services
Ohio
$45.2K +$51K +545 New
GXJ
847
Global X Japan
Japan
$44.9K -$22K -235 -30%
AGWCA
848
Annis Gardner Whiting Capital Advisors
Florida
$44.4K -$749 -8 -1%
SFG
849
Strive Financial Group
Indiana
$43.6K +$49.2K +526 New
HI
850
Hoey Investments
Pennsylvania
$41.9K -$68.3K -730 -59%
32 33
34
35 36