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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
951
Mowery & Schoenfeld Wealth Management
Illinois
$4.22K -$675 -7 -13%
WPA
952
Wealth Preservation Advisors
Tennessee
$3.96K +$4.43K +46 New
CWM
953
Copia Wealth Management
Oregon
$3.61K – – –
BGAI
954
Bruce G. Allen Investments
Colorado
$3.53K – – –
SO
955
Sierra Ocean
California
$3.28K +$1.06K +11 +41%
GFPC
956
Global Financial Private Client
Florida
$3.18K – – –
GBT
957
Grove Bank & Trust
Florida
$3.01K -$9.64K -100 -74%
NC
958
NewSquare Capital
Pennsylvania
$2.92K +$2.22K +23 +209%
AWM
959
Activest Wealth Management
Florida
$2.84K +$3.18K +33 New
PWA
960
Physician Wealth Advisors
Utah
$2.78K – – –
RWM
961
Raffa Wealth Management
District of Columbia
$2.67K -$12K -125 -80%
HCM
962
Hollencrest Capital Management
California
$2.5K – – –
HIW
963
Holos Integrated Wealth
Pennsylvania
$2.46K +$96 +1 +4%
TCA
964
Trifecta Capital Advisors
Illinois
$2.32K – – –
HFS
965
Hughes Financial Services
Virginia
$2.17K +$2.41K +25 New
CA
966
Continuum Advisory
Idaho
$2.15K -$46.8K -486 -95%
WCM
967
WealthTrak Capital Management
Virginia
$2.15K +$1.45K +15 +150%
CPG
968
Cornerstone Planning Group
New Jersey
$2.11K +$578 +6 +32%
T
969
TOBAM
France
$2K -$66.5K -690 -97%
OAJ
970
Ogorek Anthony Joseph
New York
$2K +$2.41K +25 New
RWM
971
Rialto Wealth Management
New York
$1.98K +$2.22K +23 New
PA
972
Pineridge Advisors
Missouri
$1.89K – – –
DWM
973
Dogwood Wealth Management
Kansas
$1.73K +$1.93K +20 New
PIS
974
POM Investment Strategies
North Carolina
$1.65K – – –
CIAS
975
CBIZ Investment Advisory Services
Ohio
$1.48K +$1.64K +17 New
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