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Iron Mountain

Name Holding Trade Value Shares
Change
Change in
Stake
A
1051
AlphaQuest
New York
$119 +$107 +1 New
MFG
1052
Mendota Financial Group
Wisconsin
$119 +$107 +1 New
JFGIW
1053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97 – – –
KA
1054
Kozak & Associates
Colorado
$88 -$17.5K -164 -99%
DWM
1055
Dogwood Wealth Management
Kansas
$3 – – –
APG Asset Management
1056
APG Asset Management
Netherlands
– -$3.1M -37,044 Closed
OWP
1057
Obermeyer Wealth Partners
Colorado
– -$2.16M -24,069 Closed
State Farm Mutual Automobile Insurance
1058
State Farm Mutual Automobile Insurance
Illinois
– -$2.02M -22,500 Closed
MCA
1059
MSH Capital Advisors
Arizona
– -$1.95M -21,749 Closed
DF
1060
Donoghue Forlines
Massachusetts
– -$1.69M -18,855 Closed
FA
1061
Fagan Associates
New York
– -$1.63M -18,183 Closed
Axa
1062
Axa
France
– -$1.54M -17,167 Closed
SW
1063
Simplicity Wealth
New Jersey
– -$1.41M -15,766 Closed
SW
1064
SVB Wealth
Massachusetts
– -$1.36M -15,139 Closed
KWA
1065
Kingswood Wealth Advisors
California
– -$1.19M -13,299 Closed
EGM
1066
Engineers Gate Manager
New York
– -$1.16M -12,909 Closed
MHS
1067
M Holdings Securities
Oregon
– -$1.09M -12,162 Closed
VI
1068
Versor Investments
New York
– -$995K -11,100 Closed
USAA
1069
United Services Automobile Association
Texas
– -$928K -10,354 Closed
Verition Fund Management
1070
Verition Fund Management
Connecticut
– -$1.06M -9,877 Closed
LMIM
1071
Lockheed Martin Investment Management
Maryland
– -$817K -9,120 Closed
FIC
1072
FCG Investment Company
Tennessee
– -$792K -8,837 Closed
D.E. Shaw & Co
1073
D.E. Shaw & Co
New York
– -$835K -7,808 Closed
RIA
1074
Realta Investment Advisors
Delaware
– -$666K -7,426 Closed
HVIA
1075
Hudson Valley Investment Advisors
New York
– -$486K -7,145 Closed