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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1076
IBEX Wealth Advisors
New Jersey
– -$637K -7,111 Closed
XT
1077
XTX Topco
Cayman Islands
– -$610K -6,809 Closed
OFS
1078
OneAscent Financial Services
Alabama
– -$542K -6,016 Closed
EWM
1079
Empirical Wealth Management
Washington
– -$503K -5,609 Closed
I
1080
InceptionR
California
– -$488K -5,449 Closed
SRL
1081
Scientech Research LLC
New Jersey
– -$463K -5,162 Closed
CPC
1082
Consolidated Planning Corp
Georgia
– -$418K -4,663 Closed
WHC
1083
Wulff, Hansen & Co
California
– -$405K -4,520 Closed
ACM
1084
AlphaStar Capital Management
North Carolina
– -$401K -4,472 Closed
GAM
1085
Griffin Asset Management
New York
– -$398K -4,441 Closed
TL
1086
Tradewinds LLC
North Carolina
– -$396K -4,415 Closed
CG
1087
Cynosure Group
Utah
– -$388K -4,334 Closed
TSS
1088
Two Sigma Securities
New York
– -$350K -3,269 Closed
BFM
1089
Boston Financial Management
Massachusetts
– -$278K -3,100 Closed
FRM
1090
Fox Run Management
Connecticut
– -$275K -3,072 Closed
FDS
1091
First Dallas Securities
Texas
– -$267K -2,975 Closed
EDRH
1092
Edmond de Rothschild Holding
Switzerland
– -$266K -2,966 Closed
PVI
1093
Pine Valley Investments
New Jersey
– -$246K -2,750 Closed
TPM
1094
Triasima Portfolio Management
Quebec, Canada
– -$246K -2,750 Closed
MC
1095
Machina Capital
France
– -$243K -2,714 Closed
MSFS
1096
Main Street Financial Solutions
Pennsylvania
– -$208K -2,325 Closed
HCM
1097
Hodges Capital Management
Texas
– -$202K -2,250 Closed
MW
1098
Maia Wealth
Colorado
– -$215K -2,202 Closed
NP
1099
Ninepoint Partners
Ontario, Canada
– -$150K -1,674 Closed
RWMG
1100
Redwood Wealth Management Group
New Jersey
– -$112K -1,245 Closed
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