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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1101
Mowery & Schoenfeld Wealth Management
Illinois
$6.19K – – –
WAG
1102
Wilkerson Advisory Group
Missouri
$6.19K +$736 +6 +14%
SGFG
1103
Silver Grove Financial Group
New York
$5.81K +$5.64K +46 New
RWM
1104
Raffa Wealth Management
District of Columbia
$5.43K +$736 +6 +16%
1IA
1105
1620 Investment Advisors
Massachusetts
$5.3K – – –
CWM
1106
Copia Wealth Management
Oregon
$5.3K – – –
SC
1107
SouthState Corp
Florida
$5.18K +$613 +5 +14%
TCOV
1108
Trust Company of Vermont
Vermont
$4.67K +$4.54K +37 New
AFC
1109
Ares Financial Consulting
California
$4.42K – – –
CRI
1110
Commonwealth Retirement Investments
Virginia
$4.13K +$4.05K +33 New
CIA
1111
Cape Investment Advisory
Georgia
$3.92K +$3.8K +31 New
MAM
1112
Marquette Asset Management
Minnesota
$3.79K – – –
HCM
1113
Hollencrest Capital Management
California
$3.66K – – –
RWPA
1114
Richard W. Paul & Associates
Michigan
$3.54K – – –
HIW
1115
Holos Integrated Wealth
Pennsylvania
$3.48K – – –
DF
1116
Downshift Financial
Colorado
$3.28K +$3.19K +26 New
PAP
1117
Persistent Asset Partners
Hong Kong
$3.28K +$3.19K +26 New
RWM
1118
Rialto Wealth Management
New York
$3.16K +$1.1K +9 +56%
HFS
1119
Hughes Financial Services
Virginia
$3.16K +$2.08K +17 +213%
PS
1120
Planning Strategies
Pennsylvania
$3.03K +$2.94K +24 New
OAJ
1121
Ogorek Anthony Joseph
New York
$3K – – –
JFGIW
1122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.8K -$6.13K -50 -69%
FAM
1123
Fulcrum Asset Management
United Kingdom
$2.6K +$2.45K +20 New
BFPW
1124
BOK Financial Private Wealth
Colorado
$2.53K +$2.45K +20 New
TSMHT
1125
Thurston Springer Miller Herd & Titak
Indiana
$2.53K – – –
43 44
45
46 47