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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
951
1620 Investment Advisors
Massachusetts
$4.82K -$4.34K -45 -45%
IAG
952
Innovative Advisory Group
Massachusetts
$4.3K – – –
MSWM
953
Mowery & Schoenfeld Wealth Management
Illinois
$4.22K -$675 -7 -13%
WPA
954
Wealth Preservation Advisors
Tennessee
$3.96K +$4.43K +46 New
CWM
955
Copia Wealth Management
Oregon
$3.61K – – –
BGAI
956
Bruce G. Allen Investments
Colorado
$3.53K – – –
SO
957
Sierra Ocean
California
$3.28K +$1.06K +11 +41%
GFPC
958
Global Financial Private Client
Florida
$3.18K – – –
GBT
959
Grove Bank & Trust
Florida
$3.01K -$9.64K -100 -74%
NC
960
NewSquare Capital
Pennsylvania
$2.92K +$2.22K +23 +209%
AWM
961
Activest Wealth Management
Florida
$2.84K +$3.18K +33 New
PWA
962
Physician Wealth Advisors
Utah
$2.78K – – –
RWM
963
Raffa Wealth Management
District of Columbia
$2.67K -$12K -125 -80%
HCM
964
Hollencrest Capital Management
California
$2.5K – – –
HIW
965
Holos Integrated Wealth
Pennsylvania
$2.46K +$96 +1 +4%
TCA
966
Trifecta Capital Advisors
Illinois
$2.32K – – –
HFS
967
Hughes Financial Services
Virginia
$2.17K +$2.41K +25 New
CA
968
Continuum Advisory
Idaho
$2.15K -$46.8K -486 -95%
WCM
969
WealthTrak Capital Management
Virginia
$2.15K +$1.45K +15 +150%
CPG
970
Cornerstone Planning Group
New Jersey
$2.11K +$578 +6 +32%
T
971
TOBAM
France
$2K -$66.5K -690 -97%
OAJ
972
Ogorek Anthony Joseph
New York
$2K +$2.41K +25 New
RWM
973
Rialto Wealth Management
New York
$1.98K +$2.22K +23 New
PA
974
Pineridge Advisors
Missouri
$1.89K – – –
DWM
975
Dogwood Wealth Management
Kansas
$1.73K +$1.93K +20 New
37 38
39
40 41