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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
1101
Park Square Financial Group
Georgia
$7.2K -$1.47K -12 -17%
FMTCOCP
1102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
CAL
1103
Capital Analysts LLC
Pennsylvania
$7K +$6.99K +57 New
MAFA
1104
MJT & Associates Financial Advisory
Minnesota
$6.95K – – –
ADL
1105
Asset Dedication LLC
California
$6.95K +$3.68K +30 +120%
BIM
1106
Bullseye Investment Management
Ohio
$6.32K – – –
MSWM
1107
Mowery & Schoenfeld Wealth Management
Illinois
$6.19K – – –
WAG
1108
Wilkerson Advisory Group
Missouri
$6.19K +$736 +6 +14%
SGFG
1109
Silver Grove Financial Group
New York
$5.81K +$5.64K +46 New
RWM
1110
Raffa Wealth Management
District of Columbia
$5.43K +$736 +6 +16%
1IA
1111
1620 Investment Advisors
Massachusetts
$5.3K – – –
CWM
1112
Copia Wealth Management
Oregon
$5.3K – – –
SC
1113
SouthState Corp
Florida
$5.18K +$613 +5 +14%
TCOV
1114
Trust Company of Vermont
Vermont
$4.67K +$4.54K +37 New
AFC
1115
Ares Financial Consulting
California
$4.42K – – –
SVCP
1116
Silicon Valley Capital Partners
California
$4.3K +$3.31K +27 +386%
CRI
1117
Commonwealth Retirement Investments
Virginia
$4.13K +$4.05K +33 New
CIA
1118
Cape Investment Advisory
Georgia
$3.92K +$3.8K +31 New
MAM
1119
Marquette Asset Management
Minnesota
$3.79K – – –
HCM
1120
Hollencrest Capital Management
California
$3.66K – – –
RWPA
1121
Richard W. Paul & Associates
Michigan
$3.54K – – –
PWA
1122
Principia Wealth Advisory
Texas
$3.54K +$123 +1 +4%
HIW
1123
Holos Integrated Wealth
Pennsylvania
$3.48K – – –
DF
1124
Downshift Financial
Colorado
$3.28K +$3.19K +26 New
PAP
1125
Persistent Asset Partners
Hong Kong
$3.28K +$3.19K +26 New
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