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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
951
Toth Financial Advisory
Virginia
$155K – – –
CCWM
952
Cassaday & Co Wealth Management
Virginia
$152K -$14.5K -118 -9%
LC
953
Lavaca Capital
Texas
$145K -$7.36K -60 -5%
TWD
954
True Wealth Design
Ohio
$144K +$11.2K +91 +9%
CH
955
Cromwell Holdings
Wyoming
$133K +$6.01K +49 +5%
SN
956
Sittner & Nelson
Oregon
$130K – – –
HFM
957
Harvest Fund Management
China
$129K +$56.8K +463 +83%
KA
958
Kozak & Associates
Colorado
$122K – – –
BONH
959
Bank of New Hampshire
New Hampshire
$115K – – –
ESC
960
Eurizon SLJ Capital
$114K – – –
MAM
961
Morse Asset Management
Connecticut
$111K +$46K +375 +75%
PAM
962
Parvin Asset Management
South Dakota
$104K – – –
FG
963
Franchise GP
$103K +$44.1K +360 +79%
OL
964
OneFund LLC
Florida
$103K -$123 -1 -0.1%
MHR
965
Matthew Hamilton Rosenberg
$99.5K -$245 -2 -0.3%
JWA
966
JFS Wealth Advisors
Pennsylvania
$98.9K +$7.6K +62 +9%
PG
967
Proffitt & Goodson
Tennessee
$93.7K +$4.66K +38 +5%
EB
968
Eastern Bank
Massachusetts
$92.8K – – –
AWM
969
Abound Wealth Management
Tennessee
$90.1K -$4.29K -35 -5%
FHC
970
First Horizon Corporation
Tennessee
$88.4K +$4.9K +40 +6%
TWIM
971
TIAA Wealth Investment Management
New York
$86.3K +$123 +1 +0.1%
EP
972
Essential Partners
California
$86.3K +$15K +122 +22%
AW
973
Avion Wealth
Texas
$86K +$3.43K +28 +4%
PWA
974
Physician Wealth Advisors
Utah
$85.7K +$2.58K +21 +3%
CSPIA
975
Cary Street Partners Investment Advisory
Virginia
$84.1K +$23.7K +193 +41%
37 38
39
40 41