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MongoDB

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$639K +$111K +530 +24%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$634K +$253K +1,206 +80%
BBHC
303
Brown Brothers Harriman & Co
New York
$633K – – –
EI
304
Ethic Inc
New York
$621K +$24.8K +118 +5%
PWM
305
Perigon Wealth Management
California
$607K -$18.7K -89 -3%
IAS
306
IMA Advisory Services
Colorado
$606K – – –
VWM
307
Venturi Wealth Management
Texas
$596K -$1.26K -6 -0.2%
LIA
308
LBMC Investment Advisors
Tennessee
$583K – – –
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$581K -$48.7K -232 -9%
KAM
310
Karani Asset Management
New York
$580K – – –
BAMCO Inc
311
BAMCO Inc
New York
$566K -$245K -1,167 -32%
QI
312
Qtron Investments
Massachusetts
$564K – – –
GC
313
Guggenheim Capital
Illinois
$553K +$198K +945 +66%
AWS
314
AJ Wealth Strategies
New York
$551K – – –
CIBC Asset Management
315
CIBC Asset Management
Ontario, Canada
$537K -$2.73K -13 -0.6%
JIC
316
Joel Isaacson & Co
New York
$537K – – –
V
317
Veritable
Delaware
$533K +$480K +2,288 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$521K +$10.9K +52 +2%
Wealthfront Advisers
319
Wealthfront Advisers
California
$519K -$135K -645 -22%
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
$514K -$79.5K -379 -15%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$514K +$147K +699 +46%
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$514K +$2.31K +11 +0.5%
GCC
323
Guardian Capital (Canada)
Ontario, Canada
$511K +$460K +2,191 New
ESCM
324
Echo Street Capital Management
New York
$506K +$455K +2,170 New
WWM
325
Western Wealth Management
Colorado
$504K +$20.6K +98 +5%