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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
901
Venturi Wealth Management
Texas
$22.3K +$18.9K +234 +1,560%
AAP
902
Arax Advisory Partners
Colorado
$21.6K +$5.83K +72 +43%
QC
903
Quent Capital
New York
$21.5K – – –
OWA
904
Opal Wealth Advisors
New York
$21.2K +$19.1K +236 New
EC
905
Elequin Capital
New York
$18.9K +$17.1K +211 New
CCM
906
Chilton Capital Management
Texas
$18.4K – – –
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$18.4K – – –
RA
908
Rise Advisors
New York
$17.8K +$81 +1 +0.5%
TAM
909
Tucker Asset Management
Colorado
$16.1K – – –
CMP
910
Coston McIsaac & Partners
Maine
$16K +$81 +1 +0.6%
CAM
911
Chesapeake Asset Management
New York
$15.2K – – –
KA
912
Kozak & Associates
Colorado
$15.1K – – –
GLR
913
Great Lakes Retirement
Ohio
$14.6K +$13.1K +162 New
MAM
914
Meeder Asset Management
Ohio
$13.9K +$12.5K +155 New
CHA
915
Carmichael Hill & Associates
Maryland
$12.8K – – –
PPC
916
Park Place Capital
Alabama
$12.6K – – –
IGWM
917
ICA Group Wealth Management
Colorado
$12.1K -$147K -1,822 -93%
PWMG
918
Prestige Wealth Management Group
New Jersey
$12.1K -$286K -3,536 -96%
GI
919
Gradient Investments
Minnesota
$11.7K +$10.6K +131 New
WIA
920
Wetzel Investment Advisors
Indiana
$11.5K +$11.6K +143 New
BIA
921
Bell Investment Advisors
California
$11.3K – – –
T
922
Tidemark
California
$11.2K -$2.35K -29 -19%
MSFP
923
Mark Sheptoff Financial Planning
Connecticut
$11K +$9.96K +123 New
MFT
924
Moisand Fitzgerald Tamayo
Florida
$10.1K – – –
LI
925
LRI Investments
Florida
$9.5K – – –
35 36
37
38 39