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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
976
Private Wealth Asset Management
Iowa
$24.2K -$298 -3 -1%
IWP
977
IAG Wealth Partners
Wisconsin
$24.1K -$5.87K -59 -20%
CPG
978
Cornerstone Planning Group
New Jersey
$23.9K +$9.85K +99 +119%
P
979
Palladiem
Pennsylvania
$23.4K – – –
GFA
980
Godfrey Financial Associates
New York
$23.3K – – –
OCWP
981
Owl Creek Wealth Partners
Colorado
$22.8K +$22.2K +223 New
CB
982
Community Bank
New York
$22.8K +$22.2K +223 New
FMII
983
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
BA
984
Blueline Advisors
New Hampshire
$20.9K -$597 -6 -3%
CCM
985
Chilton Capital Management
Texas
$20.9K – – –
OWA
986
Opal Wealth Advisors
New York
$20K +$19.5K +196 New
PWPS
987
Pinnacle Wealth Planning Services
Ohio
$20K +$2.59K +26 +15%
BIA
988
Bell Investment Advisors
California
$19.9K +$6.86K +69 +55%
RWM
989
RMG Wealth Management
Wisconsin
$19.5K – – –
LWCFA
990
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.1K +$18.1K +182 New
CMP
991
Coston McIsaac & Partners
Maine
$19K +$99 +1 +0.5%
SL
992
Salomon & Ludwin
Virginia
$18.6K +$17.4K +175 +3,500%
FCG
993
Financial Connections Group
California
$18K +$17.6K +177 New
CAM
994
Chesapeake Asset Management
New York
$17.4K – – –
OCM
995
Osbon Capital Management
Massachusetts
$16.4K +$16K +161 New
MCM
996
MV Capital Management
Maryland
$16.3K +$497 +5 +3%
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
$16.2K – – –
APW
998
Atlantic Private Wealth
North Carolina
$15.6K +$199 +2 +1%
WA
999
Westfuller Advisors
New York
$15.1K +$2.88K +29 +25%
MWM
1000
Mosley Wealth Management
California
$14.2K +$13.8K +139 New
38 39
40
41 42