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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
851
Monetary Management Group
Missouri
$214K – – –
HTIM
852
Harbour Trust & Investment Management
Indiana
$214K +$193K +1,800 New
ICM
853
IMS Capital Management
Oregon
$214K +$192K +1,798 New
CRWM
854
Castle Rock Wealth Management
California
$214K +$196K +1,832 New
CI
855
Conning Inc
Connecticut
$213K +$192K +1,794 New
WP
856
WealthPLAN Partners
Nebraska
$213K +$192K +1,794 New
SC
857
Sepio Capital
Utah
$212K +$191K +1,782 New
BWP
858
Baldwin Wealth Partners
Massachusetts
$211K -$24.9K -233 -12%
SIC
859
SJS Investment Consulting
Ohio
$210K +$18.1K +169 +11%
PA
860
Prossimo Advisors
California
$210K +$189K +1,765 New
SAI
861
Savvy Advisors Inc
New York
$209K +$188K +1,761 New
SCM
862
Stevens Capital Management
Pennsylvania
$209K -$52.1K -487 -22%
WC
863
Waterloo Capital
Texas
$208K +$188K +1,754 New
MRCM
864
M&R Capital Management
New Jersey
$206K +$4.92K +46 +3%
FAFN
865
First Affirmative Financial Network
Colorado
$206K +$186K +1,735 New
FPCP
866
Fort Point Capital Partners
California
$206K +$185K +1,729 New
CIS
867
Custom Index Systems
New York
$205K +$185K +1,729 New
WANY
868
Wealthspire Advisors (New York)
New York
$205K +$185K +1,728 New
MM
869
MQS Management
New York
$205K +$185K +1,725 New
LA
870
LBP AM
France
$205K -$961K -8,988 -84%
1WM
871
1858 Wealth Management
Ohio
$204K -$87.3K -816 -32%
QCIG
872
Quad-Cities Investment Group
Iowa
$203K +$183K +1,708 New
CMI
873
Clare Market Investments
Texas
$202K +$182K +1,700 New
RCWM
874
Royal Capital Wealth Management
Indiana
$202K +$182K +1,700 New
NL
875
NVWM LLC
Pennsylvania
$201K -$49.4K -462 -21%
33 34
35
36 37