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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1026
Bruce G. Allen Investments
Colorado
$4.31K – – –
GFPC
1027
Global Financial Private Client
Florida
$3.89K – – –
PWA
1028
Physician Wealth Advisors
Utah
$3.4K +$3.76K +32 New
HCM
1029
Hollencrest Capital Management
California
$3.05K – – –
HIW
1030
Holos Integrated Wealth
Pennsylvania
$2.98K +$3.29K +28 New
SO
1031
Sierra Ocean
California
$2.85K +$3.17K +27 New
TCA
1032
Trifecta Capital Advisors
Illinois
$2.84K – – –
PA
1033
Pineridge Advisors
Missouri
$2.31K -$470 -4 -15%
ACM
1034
Aster Capital Management
United Arab Emirates
$2.31K +$2.58K +22 New
SFCL
1035
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
CSWM
1036
Cassady Schiller Wealth Management
Ohio
$2K +$2.23K +19 New
PIS
1037
POM Investment Strategies
North Carolina
$2K +$2.23K +19 New
CPG
1038
Cornerstone Planning Group
New Jersey
$1.98K – – –
WA
1039
WPG Advisers
Maryland
$1.79K +$2K +17 New
AP
1040
Aspect Partners
Virginia
$1.47K – – –
CWP
1041
Clark Wealth Partners
Illinois
$1.47K +$1.65K +14 New
MEG
1042
Millstone Evans Group
Colorado
$1.47K +$1.65K +14 New
BFPW
1043
BOK Financial Private Wealth
Colorado
$1.17K +$1.29K +11 New
NC
1044
NewSquare Capital
Pennsylvania
$1.16K +$1.29K +11 New
WCM
1045
WealthTrak Capital Management
Virginia
$1.05K +$1.18K +10 New
MAS
1046
MPWM Advisory Solutions
Georgia
$1.05K +$1.18K +10 New
CAL
1047
Capital Advisors Ltd
Ohio
$1K – – –
RBC
1048
Roble Belko & Company
Pennsylvania
$1K +$705 +6 New
SC
1049
Stance Capital
Massachusetts
$946 +$1.06K +9 New
CT
1050
Colonial Trust
South Carolina
$933 +$587 +5 +125%
40 41
42
43 44