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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
PIS
976
POM Investment Strategies
North Carolina
$1.65K – – –
CIAS
977
CBIZ Investment Advisory Services
Ohio
$1.48K +$1.64K +17 New
PWA
978
Principia Wealth Advisory
Texas
$1.35K +$771 +8 +100%
SFCL
979
Strengthening Families & Communities LLC
Massachusetts
$1.29K – – –
CWP
980
Clark Wealth Partners
Illinois
$1.29K +$96 +1 +7%
MEG
981
Millstone Evans Group
Colorado
$1.21K – – –
CAL
982
Capital Advisors Ltd
Ohio
$1K – – –
HFS
983
Hantz Financial Services
Michigan
$1K +$675 +7 New
AP
984
Aspect Partners
Virginia
$946 -$289 -3 -21%
MAS
985
MPWM Advisory Solutions
Georgia
$860 – – –
ACA
986
American Capital Advisory
Idaho
$603 +$675 +7 New
GP
987
Greenline Partners
New York
$602 +$675 +7 New
WW
988
Winnow Wealth
Texas
$540 +$193 +2 +40%
TFM
989
TFC Financial Management
Massachusetts
$517 – – –
BF
990
BOK Financial
Oklahoma
$516 – – –
RWM
991
Ruedi Wealth Management
Illinois
$516 – – –
WWM
992
Wolff Wiese Magana
California
$431 – – –
TIM
993
Tortoise Investment Management
New York
$430 – – –
BMC
994
Bear Mountain Capital
Washington
$363 +$385 +4 New
GA
995
GoalVest Advisory
New York
$344 +$385 +4 New
CT
996
Colonial Trust
South Carolina
$340 -$482 -5 -56%
PWMG
997
Private Wealth Management Group
New Jersey
$87 -$96 -1 -50%
RWS
998
Retirement Wealth Solutions
Wisconsin
$16 – – –
AM
999
AGF Management
Ontario, Canada
– -$224M -2,133,904 Closed
EAM
1000
Eventide Asset Management
Massachusetts
– -$39.3M -373,863 Closed