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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
901
Blueline Advisors
New Hampshire
$17.5K +$19.7K +211 New
FMII
902
Farmers & Merchants Investments Inc
Nebraska
$17.1K +$468 +5 +2%
CCM
903
Chilton Capital Management
Texas
$17K – – –
GKIM
904
GW&K Investment Management
Massachusetts
$17K +$1.5K +16 +8%
C
905
Covestor
United Kingdom
$15K -$374 -4 -2%
CMP
906
Coston McIsaac & Partners
Maine
$15K +$187 +2 +1%
TAM
907
Tucker Asset Management
Colorado
$14.9K +$16.8K +180 New
MCM
908
Manchester Capital Management
Vermont
$14.7K +$5.43K +58 +49%
FA
909
FSA Advisors
Michigan
$14.7K +$1.35M +14,470 New
PWPS
910
Pinnacle Wealth Planning Services
Ohio
$14.1K +$15.9K +170 New
CAM
911
Chesapeake Asset Management
New York
$14.1K – – –
RWM
912
RMG Wealth Management
Wisconsin
$14.1K – – –
SS
913
Sunbelt Securities
Texas
$13.6K -$749 -8 -5%
MCM
914
MV Capital Management
Maryland
$12.9K -$2.62K -28 -15%
APW
915
Atlantic Private Wealth
North Carolina
$12.5K +$94 +1 +0.7%
PWMG
916
Prestige Wealth Management Group
New Jersey
$12.4K -$392K -4,190 -97%
OC
917
Oakworth Capital
Alabama
$12.4K – – –
CFD
918
Creative Financial Designs
Indiana
$11.5K +$4.59K +49 +54%
AAG
919
Accordant Advisory Group
Maryland
$11.4K – – –
BIA
920
Bell Investment Advisors
California
$10.5K -$1.03K -11 -8%
OC
921
Optima Capital
Oregon
$10.4K +$11.6K +124 New
T
922
Tidemark
California
$10.4K – – –
FDCP
923
Foster Dykema Cabot & Partners
Massachusetts
$10.3K -$35.8K -383 -76%
PPC
924
Park Place Capital
Alabama
$10.3K – – –
MSFP
925
Mark Sheptoff Financial Planning
Connecticut
$10.2K – – –
35 36
37
38 39