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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1101
Capital Wealth Planning
Florida
– -$434K -3,655 Closed
GLA
1102
Good Life Advisors
Pennsylvania
– -$433K -3,646 Closed
CFMC
1103
Curbstone Financial Management Corp
New Hampshire
– -$427K -3,590 Closed
LGA
1104
Lebenthal Global Advisors
New York
– -$419K -3,526 Closed
PFA
1105
Pure Financial Advisors
California
– -$409K -3,441 Closed
MPM
1106
MBB Public Markets
Illinois
– -$396K -3,330 Closed
SWP
1107
Strategic Wealth Partners
Ohio
– -$381K -3,210 Closed
ICA
1108
Infrastructure Capital Advisors
New York
– -$377K -3,174 Closed
AWA
1109
Arkadios Wealth Advisors
Georgia
– -$334K -2,812 Closed
DFCM
1110
Dark Forest Capital Management
Puerto Rico
– -$330K -2,780 Closed
FAIM
1111
Financial Advocates Investment Management
Washington
– -$306K -2,576 Closed
IAS
1112
Insigneo Advisory Services
Florida
– -$294K -2,471 Closed
SG
1113
StoneX Group
New York
– -$278K -2,333 Closed
DWM
1114
Dakota Wealth Management
Florida
– -$275K -2,318 Closed
DTL
1115
Dynamic Technology Lab
Singapore
– -$271K -2,278 Closed
ATPW
1116
Ashton Thomas Private Wealth
Arizona
– -$270K -2,270 Closed
LWM
1117
Liberty Wealth Management
California
– -$269K -2,262 Closed
HAIM
1118
Hunter Associates Investment Management
Pennsylvania
– -$261K -2,199 Closed
SAW
1119
Signal Advisors Wealth
Michigan
– -$261K -2,197 Closed
HKIMG
1120
Hutchens & Kramer Investment Management Group
Indiana
– -$257K -2,170 Closed
MIS
1121
Morningstar Investment Services
Illinois
– -$245K -2,095 Closed
4WM
1122
44 Wealth Management
Oregon
– -$255K -2,028 Closed
BBA
1123
Baader Bank Aktiengesellschaft
Germany
– -$223K -2,003 Closed
SIC
1124
Samalin Investment Counsel
New York
– -$235K -1,980 Closed
RWP
1125
RWA Wealth Partners
Massachusetts
– -$231K -1,942 Closed
43 44
45
46 47