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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1051
Bell Investment Advisors
California
$25.6K +$981 +8 +4%
CMP
1052
Coston McIsaac & Partners
Maine
$24K – – –
UFPG
1053
United Financial Planning Group
New York
$22.2K +$21.6K +176 New
SL
1054
Salomon & Ludwin
Virginia
$21.9K – – –
TCOT
1055
Trust Company of Toledo
Ohio
$21.7K +$21.1K +172 New
CPG
1056
Cornerstone Planning Group
New Jersey
$21.6K -$981 -8 -4%
CAM
1057
Chesapeake Asset Management
New York
$21.5K – – –
APW
1058
Atlantic Private Wealth
North Carolina
$19.5K +$123 +1 +0.7%
FB
1059
First Bancorp
Maine
$17.6K +$17K +139 New
PPC
1060
Park Place Capital
Alabama
$17.1K – – –
T
1061
Tidemark
California
$16.2K – – –
TCM
1062
Triumph Capital Management
Colorado
$15.8K -$33.2K -271 -68%
BCWM
1063
Bartlett & Co Wealth Management
Ohio
$15.6K -$28.8K -235 -66%
MSFP
1064
Mark Sheptoff Financial Planning
Connecticut
$15.5K – – –
FDCP
1065
Foster Dykema Cabot & Partners
Massachusetts
$15.4K – – –
WA
1066
Westfuller Advisors
New York
$15.2K -$3.31K -27 -18%
S
1067
Sachetta
Massachusetts
$14.9K +$1.59K +13 +12%
MWM
1068
Mosley Wealth Management
California
$14.4K -$3.06K -25 -18%
MA
1069
MCF Advisors
Kentucky
$14.3K -$1.35K -11 -9%
MFT
1070
Moisand Fitzgerald Tamayo
Florida
$14.3K – – –
JGCM
1071
Joseph Group Capital Management
Ohio
$14.3K +$5.15K +42 +59%
TFA
1072
Transamerica Financial Advisors
Florida
$14.2K +$1.59K +13 +13%
MCM
1073
MV Capital Management
Maryland
$13.9K -$6.13K -50 -31%
JWM
1074
JPL Wealth Management
Colorado
$13.6K +$4.78K +39 +57%
TAP
1075
Tounjian Advisory Partners
Florida
$13.6K +$13.1K +107 New
41 42
43
44 45