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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1026
Grove Bank & Trust
Florida
$7.15K +$597 +6 +9%
DWM
1027
Dogwood Wealth Management
Kansas
$7.15K +$6.96K +70 New
JWM
1028
JPL Wealth Management
Colorado
$7.05K +$6.86K +69 New
PSFG
1029
Park Square Financial Group
Georgia
$7.05K +$6.86K +69 New
AW
1030
Ankerstar Wealth
Texas
$6.8K +$6.57K +66 New
GWM
1031
Geneos Wealth Management
Colorado
$6.74K – – –
EFMH
1032
E Fund Management (HK)
Hong Kong
$6.74K +$6.57K +66 New
FMTCOCP
1033
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
HFS
1034
Horizon Financial Services
North Carolina
$5.82K +$4.68K +47 +470%
MAFA
1035
MJT & Associates Financial Advisory
Minnesota
$5.62K – – –
EWP
1036
Elevation Wealth Partners
California
$5.31K +$5.17K +52 New
BIM
1037
Bullseye Investment Management
Ohio
$5.11K – – –
SSG
1038
Summit Securities Group
New York
$5K -$38.7K -389 -89%
MSWM
1039
Mowery & Schoenfeld Wealth Management
Illinois
$5K – – –
BLC
1040
Brown, Lisle/Cummings
Rhode Island
$4.8K +$4.68K +47 New
CFM
1041
Cornerstone Financial Management
Massachusetts
$4.39K +$995 +10 +30%
WAG
1042
Wilkerson Advisory Group
Missouri
$4.39K +$4.28K +43 New
1IA
1043
1620 Investment Advisors
Massachusetts
$4.29K – – –
CWM
1044
Copia Wealth Management
Oregon
$4.29K – – –
LWMI
1045
Legacy Wealth Management (Idaho)
Idaho
$4.19K +$3.68K +37 +925%
RWM
1046
Raffa Wealth Management
District of Columbia
$3.78K – – –
UCB
1047
United Community Bank
South Carolina
$3.78K – – –
SC
1048
SouthState Corp
Florida
$3.68K +$497 +5 +16%
AFC
1049
Ares Financial Consulting
California
$3.53K – – –
CFG
1050
Clayton Financial Group
Missouri
$3.47K – – –
40 41
42
43 44