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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1026
Elevation Wealth Partners
California
$35.7K +$28.3K +231 +444%
WBC
1027
West Branch Capital
Massachusetts
$34.7K – – –
SIM
1028
Synergy Investment Management
Florida
$34.4K +$33.2K +271 +1,936%
IWM
1029
IMG Wealth Management
Florida
$34K +$981 +8 +3%
MI
1030
Markowski Investments
Florida
$33.7K +$32.7K +267 New
OCM
1031
Osbon Capital Management
Massachusetts
$33.6K +$12.9K +105 +65%
HWP
1032
Highline Wealth Partners
California
$33.3K -$1.26M -10,239 -97%
HHGA
1033
Halbert Hargrove Global Advisors
California
$31.6K – – –
IFWM
1034
Institute for Wealth Management
Colorado
$31.5K +$30.5K +249 New
VR
1035
Vision Retirement
New Jersey
$31.2K – – –
NFSG
1036
Newbridge Financial Services Group
Florida
$31K +$123 +1 +0.4%
SC
1037
Sawyer & Company
Massachusetts
$30.3K -$43.5K -355 -60%
FCAS
1038
First Command Advisory Services
Texas
$30.1K -$120K -980 -81%
PWAM
1039
Private Wealth Asset Management
Iowa
$29.9K – – –
IWP
1040
IAG Wealth Partners
Wisconsin
$29.8K – – –
AWM
1041
Activest Wealth Management
Florida
$28.9K -$5.03K -41 -15%
GFA
1042
Godfrey Financial Associates
New York
$28.9K – – –
OCWP
1043
Owl Creek Wealth Partners
Colorado
$28.8K +$613 +5 +2%
CB
1044
Community Bank
New York
$28.2K – – –
PWPS
1045
Pinnacle Wealth Planning Services
Ohio
$26.9K +$2.08K +17 +9%
MAM
1046
Meeder Asset Management
Ohio
$26.5K +$25.7K +210 New
NSIM
1047
North Star Investment Management
Illinois
$26.4K -$12.3K -100 -32%
FMII
1048
Farmers & Merchants Investments Inc
Nebraska
$26K – – –
BA
1049
Blueline Advisors
New Hampshire
$25.9K – – –
CCM
1050
Chilton Capital Management
Texas
$25.9K – – –
40 41
42
43 44