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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Copeland Capital Management
Pennsylvania
$262K -$1.96K -16 -0.8%
WIM
852
WealthPlan Investment Management
Nebraska
$259K +$252K +2,052 New
PTC
853
Private Trust Company
Ohio
$258K -$245 -2 -0.1%
IP
854
Ignite Planners
California
$258K +$123 +1 +0%
PP
855
PDS Planning
Ohio
$255K +$736 +6 +0.3%
AA
856
Apriem Advisors
California
$253K – – –
FP
857
Financial Perspectives
Minnesota
$253K – – –
RIM
858
RW Investment Management
Idaho
$253K – – –
VFG
859
Valley Financial Group
Pennsylvania
$252K -$6.13K -50 -2%
FLPIM
860
F.L. Putnam Investment Management
Massachusetts
$249K – – –
TA
861
TPG Advisors
Illinois
$247K +$240K +1,954 New
MWM
862
Modera Wealth Management
New Jersey
$246K +$239K +1,951 New
FFA
863
First Foundation Advisors
California
$244K +$237K +1,935 New
JTWM
864
Jackson Thornton Wealth Management
Alabama
$244K +$236K +1,928 New
SAM
865
SP Asset Management
California
$243K +$236K +1,926 New
SIS
866
Strategic Investment Solutions
Illinois
$243K – – –
VFA
867
Valeo Financial Advisors
Indiana
$243K +$235K +1,920 New
CFB
868
Cullen/Frost Bankers
Texas
$241K +$613 +5 +0.3%
HAIM
869
Hunter Associates Investment Management
Pennsylvania
$241K -$23.3K -190 -9%
SACTSONJ
870
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$241K -$11.4K -93 -5%
EW
871
Elyxium Wealth
California
$241K +$234K +1,906 New
RFS
872
Richardson Financial Services
Massachusetts
$240K +$2.08K +17 +0.9%
WJS
873
William John Sempolinski
Massachusetts
$240K +$233K +1,900 New
PGF
874
Plan Group Financial
Oklahoma
$239K +$232K +1,890 New
MHFA
875
Mission Hills Financial Advisory
California
$239K +$232K +1,889 New
33 34
35
36 37