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Iron Mountain
IRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
1126
City Center Advisors LLC
Michigan
– -$224K -1,882 Closed
BEAM
1127
Baker Ellis Asset Management
Washington
– -$223K -1,875 Closed
AWE
1128
Avidian Wealth Enterprises
Texas
– -$223K -1,873 Closed
TWP
1129
Tyche Wealth Partners
Texas
– -$220K -1,855 Closed
BFG
1130
Berger Financial Group
Minnesota
– -$218K -1,837 Closed
FA
1131
FDx Advisors
Illinois
– -$218K -1,836 Closed
CRWM
1132
Castle Rock Wealth Management
California
– -$214K -1,832 Closed
SP
1133
Sequent Planning
Nebraska
– -$216K -1,814 Closed
CCWM
1134
Cassaday & Co Wealth Management
Virginia
– -$215K -1,812 Closed
HTIM
1135
Harbour Trust & Investment Management
Indiana
– -$214K -1,800 Closed
ICM
1136
IMS Capital Management
Oregon
– -$214K -1,798 Closed
CI
1137
Conning Inc
Connecticut
– -$213K -1,794 Closed
WP
1138
WealthPLAN Partners
Nebraska
– -$213K -1,794 Closed
SC
1139
Sepio Capital
Utah
– -$212K -1,782 Closed
BWP
1140
Baldwin Wealth Partners
Massachusetts
– -$211K -1,775 Closed
PA
1141
Prossimo Advisors
California
– -$210K -1,765 Closed
WC
1142
Waterloo Capital
Texas
– -$208K -1,754 Closed
FAFN
1143
First Affirmative Financial Network
Colorado
– -$206K -1,735 Closed
CIS
1144
Custom Index Systems
New York
– -$205K -1,729 Closed
FPCP
1145
Fort Point Capital Partners
California
– -$206K -1,729 Closed
WANY
1146
Wealthspire Advisors (New York)
New York
– -$205K -1,728 Closed
MM
1147
MQS Management
New York
– -$205K -1,725 Closed
LA
1148
LBP AM
France
– -$205K -1,724 Closed
1WM
1149
1858 Wealth Management
Ohio
– -$204K -1,716 Closed
QCIG
1150
Quad-Cities Investment Group
Iowa
– -$203K -1,708 Closed
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