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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1051
Aspect Partners
Virginia
$2.96K – – –
HCM
1052
Hollencrest Capital Management
California
$2.96K – – –
RWPA
1053
Richard W. Paul & Associates
Michigan
$2.86K -$2.19K -22 -44%
ADL
1054
Asset Dedication LLC
California
$2.55K -$5.97K -60 -71%
CIAS
1055
CBIZ Investment Advisory Services
Ohio
$2.37K -$3.68K -37 -62%
SS
1056
Sunbelt Securities
Texas
$2.25K -$14.1K -142 -87%
TSMHT
1057
Thurston Springer Miller Herd & Titak
Indiana
$2.04K – – –
OAJ
1058
Ogorek Anthony Joseph
New York
$2K – – –
NB
1059
NBT Bank
New York
$1.74K +$1.69K +17 New
RWM
1060
Rialto Wealth Management
New York
$1.64K +$995 +10 +167%
KG
1061
Kilter Group
New York
$1.53K -$696 -7 -32%
CWP
1062
Clark Wealth Partners
Illinois
$1.53K +$1.49K +15 New
MEG
1063
Millstone Evans Group
Colorado
$1.43K – – –
BH
1064
Burk Holdings
Oklahoma
$1.43K +$1.39K +14 New
SIM
1065
Synergy Investment Management
Florida
$1.43K +$1.39K +14 New
ACA
1066
American Capital Advisory
Idaho
$1.33K +$199 +2 +18%
FC
1067
Financial Consulate
Maryland
$1.02K – – –
PWA
1068
Portus Wealth Advisors
North Carolina
$1.02K +$995 +10 New
CAL
1069
Capital Advisors Ltd
Ohio
$1K – – –
TWM
1070
TopTier Wealth Management
Wisconsin
$919 +$895 +9 New
WTA
1071
Washington Trust Advisors
Massachusetts
$919 +$895 +9 New
HFS
1072
Hughes Financial Services
Virginia
$817 +$597 +6 +300%
CIAM
1073
Caitong International Asset Management
Hong Kong
$817 +$796 +8 New
TFM
1074
TFC Financial Management
Massachusetts
$715 – – –
QWM
1075
Quaker Wealth Management
New Jersey
$715 +$99 +1 +17%
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