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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1126
Samalin Investment Counsel
New York
– -$235K -1,980 Closed
RWP
1127
RWA Wealth Partners
Massachusetts
– -$231K -1,942 Closed
CCAL
1128
City Center Advisors LLC
Michigan
– -$224K -1,882 Closed
BEAM
1129
Baker Ellis Asset Management
Washington
– -$223K -1,875 Closed
AWE
1130
Avidian Wealth Enterprises
Texas
– -$223K -1,873 Closed
TWP
1131
Tyche Wealth Partners
Texas
– -$220K -1,855 Closed
BFG
1132
Berger Financial Group
Minnesota
– -$218K -1,837 Closed
FA
1133
FDx Advisors
Illinois
– -$218K -1,836 Closed
CRWM
1134
Castle Rock Wealth Management
California
– -$214K -1,832 Closed
SP
1135
Sequent Planning
Nebraska
– -$216K -1,814 Closed
CCWM
1136
Cassaday & Co Wealth Management
Virginia
– -$215K -1,812 Closed
HTIM
1137
Harbour Trust & Investment Management
Indiana
– -$214K -1,800 Closed
ICM
1138
IMS Capital Management
Oregon
– -$214K -1,798 Closed
CI
1139
Conning Inc
Connecticut
– -$213K -1,794 Closed
WP
1140
WealthPLAN Partners
Nebraska
– -$213K -1,794 Closed
SC
1141
Sepio Capital
Utah
– -$212K -1,782 Closed
BWP
1142
Baldwin Wealth Partners
Massachusetts
– -$211K -1,775 Closed
PA
1143
Prossimo Advisors
California
– -$210K -1,765 Closed
WC
1144
Waterloo Capital
Texas
– -$208K -1,754 Closed
FAFN
1145
First Affirmative Financial Network
Colorado
– -$206K -1,735 Closed
CIS
1146
Custom Index Systems
New York
– -$205K -1,729 Closed
FPCP
1147
Fort Point Capital Partners
California
– -$206K -1,729 Closed
WANY
1148
Wealthspire Advisors (New York)
New York
– -$205K -1,728 Closed
MM
1149
MQS Management
New York
– -$205K -1,725 Closed
LA
1150
LBP AM
France
– -$205K -1,724 Closed
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46
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