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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMBT
1026
Southern Michigan Bank & Trust
Michigan
$36.1K – – –
FNWA
1027
Financial Network Wealth Advisors
Utah
$35.9K – – –
LI
1028
LRI Investments
Florida
$35.9K – – –
HNB
1029
Hilltop National Bank
Wyoming
$35.7K – – –
EWP
1030
Elevation Wealth Partners
California
$35.7K +$28.3K +231 +444%
WBC
1031
West Branch Capital
Massachusetts
$34.7K – – –
SIM
1032
Synergy Investment Management
Florida
$34.4K +$33.2K +271 +1,936%
IWM
1033
IMG Wealth Management
Florida
$34K +$981 +8 +3%
MI
1034
Markowski Investments
Florida
$33.7K +$32.7K +267 New
OCM
1035
Osbon Capital Management
Massachusetts
$33.6K +$12.9K +105 +65%
HWP
1036
Highline Wealth Partners
California
$33.3K -$1.26M -10,239 -97%
HHGA
1037
Halbert Hargrove Global Advisors
California
$31.6K – – –
IFWM
1038
Institute for Wealth Management
Colorado
$31.5K +$30.5K +249 New
VR
1039
Vision Retirement
New Jersey
$31.2K – – –
NFSG
1040
Newbridge Financial Services Group
Florida
$31K +$123 +1 +0.4%
SC
1041
Sawyer & Company
Massachusetts
$30.3K -$43.5K -355 -60%
FCAS
1042
First Command Advisory Services
Texas
$30.1K -$120K -980 -81%
PWAM
1043
Private Wealth Asset Management
Iowa
$29.9K – – –
IWP
1044
IAG Wealth Partners
Wisconsin
$29.8K – – –
AWM
1045
Activest Wealth Management
Florida
$28.9K -$5.03K -41 -15%
GFA
1046
Godfrey Financial Associates
New York
$28.9K – – –
OCWP
1047
Owl Creek Wealth Partners
Colorado
$28.8K +$613 +5 +2%
CB
1048
Community Bank
New York
$28.2K – – –
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$26.9K +$2.08K +17 +9%
MAM
1050
Meeder Asset Management
Ohio
$26.5K +$25.7K +210 New
40 41
42
43 44