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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
976
IAG Wealth Partners
Wisconsin
$35.1K – – –
FNWA
977
Financial Network Wealth Advisors
Utah
$34.6K +$749 +7 +2%
WBC
978
West Branch Capital
Massachusetts
$32.7K +$29.4K +275 New
ATS
979
Ashton Thomas Securities
New York
$31K +$27.9K +261 New
NMM
980
Naples Money Management
Florida
$30.2K – – –
VWM
981
Venturi Wealth Management
Texas
$29.8K +$214 +2 +0.8%
BCMLT
982
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.7K – – –
PP
983
PFS Partners
New Jersey
$29.7K – – –
AAP
984
Arax Advisory Partners
Colorado
$29K +$321 +3 +1%
QC
985
Quent Capital
New York
$28.5K – – –
ZB
986
Zions Bancorporation
Utah
$27.2K -$2.35K -22 -9%
CCM
987
Chilton Capital Management
Texas
$24.4K – – –
FMII
988
Farmers & Merchants Investments Inc
Nebraska
$24.4K – – –
C
989
Covestor
United Kingdom
$24K -$8.56K -80 -29%
SIS
990
Strategic Investment Solutions
Illinois
$23.8K +$21.4K +200 New
ADL
991
Asset Dedication LLC
California
$22K +$13.4K +125 +208%
NIC
992
Northwest Investment Counselors
Oregon
$21.9K +$19.7K +184 New
TAM
993
Tucker Asset Management
Colorado
$21.4K – – –
CAM
994
Chesapeake Asset Management
New York
$20.8K +$535 +5 +3%
RA
995
Rise Advisors
New York
$20.8K -$2.46K -23 -12%
HWM
996
Hemington Wealth Management
Virginia
$20K +$17.5K +164 New
MAM
997
Meeder Asset Management
Ohio
$18.5K +$107 +1 +0.6%
GKIM
998
GW&K Investment Management
Massachusetts
$18K -$23.6K -221 -59%
CHA
999
Carmichael Hill & Associates
Maryland
$17K – – –
NFA
1000
Northwest Financial Advisors
Virginia
$16.8K +$15.1K +141 New
38 39
40
41 42