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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
901
Arax Advisory Partners
Colorado
$21.6K +$5.83K +72 +43%
QC
902
Quent Capital
New York
$21.5K – – –
OWA
903
Opal Wealth Advisors
New York
$21.2K +$19.1K +236 New
EC
904
Elequin Capital
New York
$18.9K +$17.1K +211 New
CCM
905
Chilton Capital Management
Texas
$18.4K – – –
FMII
906
Farmers & Merchants Investments Inc
Nebraska
$18.4K – – –
RA
907
Rise Advisors
New York
$17.8K +$81 +1 +0.5%
TAM
908
Tucker Asset Management
Colorado
$16.1K – – –
CMP
909
Coston McIsaac & Partners
Maine
$16K +$81 +1 +0.6%
CAM
910
Chesapeake Asset Management
New York
$15.2K – – –
KA
911
Kozak & Associates
Colorado
$15.1K – – –
GLR
912
Great Lakes Retirement
Ohio
$14.6K +$13.1K +162 New
MAM
913
Meeder Asset Management
Ohio
$13.9K +$12.5K +155 New
CHA
914
Carmichael Hill & Associates
Maryland
$12.8K – – –
PPC
915
Park Place Capital
Alabama
$12.6K – – –
IGWM
916
ICA Group Wealth Management
Colorado
$12.1K -$147K -1,822 -93%
PWMG
917
Prestige Wealth Management Group
New Jersey
$12.1K -$286K -3,536 -96%
GI
918
Gradient Investments
Minnesota
$11.7K +$10.6K +131 New
WIA
919
Wetzel Investment Advisors
Indiana
$11.5K +$11.6K +143 New
BIA
920
Bell Investment Advisors
California
$11.3K – – –
T
921
Tidemark
California
$11.2K -$2.35K -29 -19%
MSFP
922
Mark Sheptoff Financial Planning
Connecticut
$11K +$9.96K +123 New
MFT
923
Moisand Fitzgerald Tamayo
Florida
$10.1K – – –
LI
924
LRI Investments
Florida
$9.5K – – –
AWM
925
Ameliora Wealth Management
Switzerland
$8.96K – – –
35 36
37
38 39