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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
876
Richardson Financial Services
Massachusetts
$240K +$2.08K +17 +0.9%
WJS
877
William John Sempolinski
Massachusetts
$240K +$233K +1,900 New
PGF
878
Plan Group Financial
Oklahoma
$239K +$232K +1,890 New
MHFA
879
Mission Hills Financial Advisory
California
$239K +$232K +1,889 New
SIS
880
Sound Income Strategies
Florida
$237K -$25.3K -206 -10%
AIA
881
AssuredPartners Investment Advisors
Florida
$237K -$58.2K -475 -20%
BRWA
882
B. Riley Wealth Advisors
Florida
$237K +$223K +1,822 New
HCM
883
Howard Capital Management
Georgia
$236K +$229K +1,871 New
BAM
884
Belpointe Asset Management
Nevada
$236K +$229K +1,866 New
CT
885
Coastline Trust
Rhode Island
$234K – – –
AAG
886
Asset Advisory Group
New Jersey
$234K +$227K +1,855 New
TFIPS
887
Towarzystwo Funduszy Inwestycyjnych PZU SA
$231K – – –
QWP
888
Quotient Wealth Partners
Texas
$231K +$224K +1,825 New
RWB
889
RMR Wealth Builders
New Jersey
$229K +$222K +1,814 New
FWP
890
FAS Wealth Partners
Kansas
$229K +$222K +1,812 New
FCCM
891
First City Capital Management
Georgia
$229K +$222K +1,811 New
AWM
892
Axxcess Wealth Management
California
$228K +$222K +1,808 New
BPW
893
Bingham Private Wealth
California
$228K +$221K +1,803 New
MMG
894
Monetary Management Group
Missouri
$227K – – –
PAM
895
Pegasus Asset Management
New York
$227K +$221K +1,800 New
SC
896
Summa Corp
Texas
$227K +$221K +1,800 New
UIM
897
Unified Investment Management
Georgia
$227K +$221K +1,800 New
DAS
898
Dynamic Advisor Solutions
Arizona
$226K +$220K +1,791 New
WCP
899
Wick Capital Partners
Pennsylvania
$226K +$219K +1,789 New
LOAMS
900
Lombard Odier Asset Management (Switzerland)
Switzerland
$225K +$219K +1,784 New
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