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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
1051
Holos Integrated Wealth
Pennsylvania
$3.12K +$99 +1 +3%
MAM
1052
Marquette Asset Management
Minnesota
$3.06K +$2.98K +30 New
AP
1053
Aspect Partners
Virginia
$2.96K – – –
HCM
1054
Hollencrest Capital Management
California
$2.96K – – –
RWPA
1055
Richard W. Paul & Associates
Michigan
$2.86K -$2.19K -22 -44%
PWA
1056
Principia Wealth Advisory
Texas
$2.76K +$696 +7 +35%
ADL
1057
Asset Dedication LLC
California
$2.55K -$5.97K -60 -71%
CIAS
1058
CBIZ Investment Advisory Services
Ohio
$2.37K -$3.68K -37 -62%
SS
1059
Sunbelt Securities
Texas
$2.25K -$14.1K -142 -87%
TSMHT
1060
Thurston Springer Miller Herd & Titak
Indiana
$2.04K – – –
OAJ
1061
Ogorek Anthony Joseph
New York
$2K – – –
NB
1062
NBT Bank
New York
$1.74K +$1.69K +17 New
RWM
1063
Rialto Wealth Management
New York
$1.64K +$995 +10 +167%
KG
1064
Kilter Group
New York
$1.53K -$696 -7 -32%
CWP
1065
Clark Wealth Partners
Illinois
$1.53K +$1.49K +15 New
MEG
1066
Millstone Evans Group
Colorado
$1.43K – – –
BH
1067
Burk Holdings
Oklahoma
$1.43K +$1.39K +14 New
SIM
1068
Synergy Investment Management
Florida
$1.43K +$1.39K +14 New
ACA
1069
American Capital Advisory
Idaho
$1.33K +$199 +2 +18%
FC
1070
Financial Consulate
Maryland
$1.02K – – –
PWA
1071
Portus Wealth Advisors
North Carolina
$1.02K +$995 +10 New
CAL
1072
Capital Advisors Ltd
Ohio
$1K – – –
TWM
1073
TopTier Wealth Management
Wisconsin
$919 +$895 +9 New
WTA
1074
Washington Trust Advisors
Massachusetts
$919 +$895 +9 New
HFS
1075
Hughes Financial Services
Virginia
$817 +$597 +6 +300%
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