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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Copia Wealth Management
Oregon
$4.42K +$4.93K +42 New
BGAI
1027
Bruce G. Allen Investments
Colorado
$4.31K – – –
GFPC
1028
Global Financial Private Client
Florida
$3.89K – – –
PWA
1029
Physician Wealth Advisors
Utah
$3.4K +$3.76K +32 New
HCA
1030
Heck Capital Advisors
Wisconsin
$3.15K +$3.52K +30 New
HCM
1031
Hollencrest Capital Management
California
$3.05K – – –
HIW
1032
Holos Integrated Wealth
Pennsylvania
$2.98K +$3.29K +28 New
SO
1033
Sierra Ocean
California
$2.85K +$3.17K +27 New
TCA
1034
Trifecta Capital Advisors
Illinois
$2.84K – – –
PA
1035
Pineridge Advisors
Missouri
$2.31K -$470 -4 -15%
ACM
1036
Aster Capital Management
United Arab Emirates
$2.31K +$2.58K +22 New
SFCL
1037
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
CSWM
1038
Cassady Schiller Wealth Management
Ohio
$2K +$2.23K +19 New
PIS
1039
POM Investment Strategies
North Carolina
$2K +$2.23K +19 New
CPG
1040
Cornerstone Planning Group
New Jersey
$1.98K – – –
WA
1041
WPG Advisers
Maryland
$1.79K +$2K +17 New
AP
1042
Aspect Partners
Virginia
$1.47K – – –
CWP
1043
Clark Wealth Partners
Illinois
$1.47K +$1.65K +14 New
MEG
1044
Millstone Evans Group
Colorado
$1.47K +$1.65K +14 New
BFPW
1045
BOK Financial Private Wealth
Colorado
$1.17K +$1.29K +11 New
NC
1046
NewSquare Capital
Pennsylvania
$1.16K +$1.29K +11 New
WCM
1047
WealthTrak Capital Management
Virginia
$1.05K +$1.18K +10 New
MAS
1048
MPWM Advisory Solutions
Georgia
$1.05K +$1.18K +10 New
CAL
1049
Capital Advisors Ltd
Ohio
$1K – – –
RBC
1050
Roble Belko & Company
Pennsylvania
$1K +$705 +6 New
40 41
42
43 44