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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1001
Park Place Capital
Alabama
$16.8K – – –
AAG
1002
Accordant Advisory Group
Maryland
$16.3K – – –
BIA
1003
Bell Investment Advisors
California
$15.6K +$535 +5 +4%
T
1004
Tidemark
California
$14.9K – – –
MSFP
1005
Mark Sheptoff Financial Planning
Connecticut
$14.6K – – –
OC
1006
Oarsman Capital
Wisconsin
$14.1K +$12.7K +119 New
MFT
1007
Moisand Fitzgerald Tamayo
Florida
$13.4K – – –
PS
1008
Planned Solutions
California
$12.7K +$11.4K +107 New
MCM
1009
MV Capital Management
Maryland
$12K +$107 +1 +1%
LI
1010
LRI Investments
Florida
$12K – – –
AWM
1011
Ameliora Wealth Management
Switzerland
$11.9K – – –
HC
1012
Hoese & Co
Minnesota
$11.9K – – –
MWA
1013
MFA Wealth Advisors
Pennsylvania
$11.9K – – –
RTL
1014
Red Tortoise LLC
Georgia
$11.2K – – –
ACM
1015
Anfield Capital Management
California
$10.5K – – –
MCM
1016
Manchester Capital Management
Vermont
$9.27K – – –
PCMC
1017
Planning Capital Management Corporation
Pennsylvania
$8.56K – – –
CPA
1018
Capital Performance Advisors
California
$8.44K +$7.59K +71 New
FMTCOCP
1019
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$3.1K -29 -33%
BGAI
1020
Bruce G. Allen Investments
Colorado
$4.87K – – –
RWM
1021
Raffa Wealth Management
District of Columbia
$4.63K – – –
GFPC
1022
Global Financial Private Client
Florida
$4.4K +$3.96K +37 New
GBT
1023
Grove Bank & Trust
Florida
$4.16K +$3.74K +35 New
IAIM
1024
International Assets Investment Management
Florida
$3.78K +$47.6M +445,207 +12,953%
HCM
1025
Hollencrest Capital Management
California
$3.45K – – –
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