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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Caldwell Trust
Florida
$74.1K – – –
JWA
902
JFS Wealth Advisors
Pennsylvania
$73.6K -$3.28K -33 -4%
PG
903
Proffitt & Goodson
Tennessee
$71.9K – – –
AT
904
Avalon Trust
New Mexico
$71.5K -$49.7K -500 -42%
GXJ
905
Global X Japan
Japan
$70K +$14.3K +144 +27%
TWIM
906
TIAA Wealth Investment Management
New York
$69.7K +$67.8K +682 New
FHC
907
First Horizon Corporation
Tennessee
$67.4K +$995 +10 +2%
CFO
908
CVA Family Office
Colorado
$67.4K +$15.7K +158 +31%
PWA
909
Physician Wealth Advisors
Utah
$67.1K +$5.97K +60 +10%
VNA
910
Valley National Advisers
Pennsylvania
$66K – – –
AW
911
Avion Wealth
Texas
$66K +$2.49K +25 +4%
EF
912
Entrust Financial
Pennsylvania
$65.7K +$597 +6 +0.9%
FA
913
Financial Avengers
California
$63.1K +$696 +7 +1%
CJ
914
Caitlin John
Michigan
$61.6K +$597 +6 +1%
VFM
915
Vision Financial Markets
Connecticut
$61.3K -$74.6K -750 -56%
GWSA
916
Global Wealth Strategies & Associates
Colorado
$61.3K – – –
SC
917
Sawyer & Company
Massachusetts
$60.8K – – –
CTC
918
Central Trust Company
Missouri
$58K -$68K -684 -55%
ZBNA
919
Zions Bancorporation, National Association
Utah
$57.6K +$8.26K +83 +17%
EP
920
Essential Partners
California
$57.3K +$10.9K +110 +24%
WTC
921
WhitTier Trust Company
Nevada
$57.1K -$497 -5 -0.9%
HFM
922
Harvest Fund Management
China
$57K +$55.7K +560 New
AGWCA
923
Annis Gardner Whiting Capital Advisors
Florida
$56.5K +$2.29K +23 +4%
CA
924
Crewe Advisors
Utah
$53.5K +$1.89K +19 +4%
HI
925
Hoey Investments
Pennsylvania
$51.6K – – –
35 36
37
38 39