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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1001
Physician Wealth Advisors
Utah
$6.7K +$3.11K +33 +103%
GBT
1002
Grove Bank & Trust
Florida
$6.56K +$2.73K +29 +83%
HHMI
1003
Howard Hughes Medical Institute
Maryland
$6.46K +$5.94K +63 New
FMTCOCP
1004
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
MSWM
1005
Mowery & Schoenfeld Wealth Management
Illinois
$5.03K – – –
HNW
1006
High Note Wealth
Minnesota
$4.82K -$943 -10 -18%
WPA
1007
Wealth Preservation Advisors
Tennessee
$4.72K – – –
CPG
1008
Cornerstone Planning Group
New Jersey
$4.59K +$2.17K +23 +92%
CWM
1009
Copia Wealth Management
Oregon
$4.31K – – –
HFS
1010
Hantz Financial Services
Michigan
$4K +$2.92K +31 +443%
SO
1011
Sierra Ocean
California
$3.91K – – –
CIAS
1012
CBIZ Investment Advisory Services
Ohio
$3.82K +$1.89K +20 +118%
RWM
1013
Raffa Wealth Management
District of Columbia
$3.18K – – –
WCM
1014
WealthTrak Capital Management
Virginia
$3.08K +$471 +5 +20%
HCM
1015
Hollencrest Capital Management
California
$2.98K – – –
TCA
1016
Trifecta Capital Advisors
Illinois
$2.77K – – –
HIW
1017
Holos Integrated Wealth
Pennsylvania
$2.62K – – –
SFCL
1018
Strengthening Families & Communities LLC
Massachusetts
$2.46K +$848 +9 +60%
PA
1019
Pineridge Advisors
Missouri
$2.26K – – –
PWA
1020
Principia Wealth Advisory
Texas
$2.26K +$566 +6 +38%
OAJ
1021
Ogorek Anthony Joseph
New York
$2K – – –
T
1022
TOBAM
France
$2K – – –
PIS
1023
POM Investment Strategies
North Carolina
$1.98K – – –
AWM
1024
Activest Wealth Management
Florida
$1.74K -$1.51K -16 -48%
TIM
1025
Tortoise Investment Management
New York
$1.74K +$1.13K +12 +240%
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