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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1026
Dogwood Wealth Management
Kansas
$7.15K +$6.96K +70 New
JWM
1027
JPL Wealth Management
Colorado
$7.05K +$6.86K +69 New
PSFG
1028
Park Square Financial Group
Georgia
$7.05K +$6.86K +69 New
AW
1029
Ankerstar Wealth
Texas
$6.8K +$6.57K +66 New
GWM
1030
Geneos Wealth Management
Colorado
$6.74K – – –
EFMH
1031
E Fund Management (HK)
Hong Kong
$6.74K +$6.57K +66 New
FMTCOCP
1032
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
HFS
1033
Horizon Financial Services
North Carolina
$5.82K +$4.68K +47 +470%
MAFA
1034
MJT & Associates Financial Advisory
Minnesota
$5.62K – – –
EWP
1035
Elevation Wealth Partners
California
$5.31K +$5.17K +52 New
SSG
1036
Summit Securities Group
New York
$5K -$38.7K -389 -89%
MSWM
1037
Mowery & Schoenfeld Wealth Management
Illinois
$5K – – –
BLC
1038
Brown, Lisle/Cummings
Rhode Island
$4.8K +$4.68K +47 New
CFM
1039
Cornerstone Financial Management
Massachusetts
$4.39K +$995 +10 +30%
WAG
1040
Wilkerson Advisory Group
Missouri
$4.39K +$4.28K +43 New
1IA
1041
1620 Investment Advisors
Massachusetts
$4.29K – – –
CWM
1042
Copia Wealth Management
Oregon
$4.29K – – –
LWMI
1043
Legacy Wealth Management (Idaho)
Idaho
$4.19K +$3.68K +37 +925%
RWM
1044
Raffa Wealth Management
District of Columbia
$3.78K – – –
UCB
1045
United Community Bank
South Carolina
$3.78K – – –
SC
1046
SouthState Corp
Florida
$3.68K +$497 +5 +16%
AFC
1047
Ares Financial Consulting
California
$3.53K – – –
CFG
1048
Clayton Financial Group
Missouri
$3.47K – – –
HIW
1049
Holos Integrated Wealth
Pennsylvania
$3.12K +$99 +1 +3%
MAM
1050
Marquette Asset Management
Minnesota
$3.06K +$2.98K +30 New
40 41
42
43 44