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MongoDB

Name Holding Trade Value Shares
Change
Change in
Stake
WA
501
Wealth Alliance
New York
$275K +$195K +669 New
PFS
502
Prospera Financial Services
Texas
$267K +$189K +649 New
PCIA
503
Prime Capital Investment Advisors
Kansas
$266K +$189K +648 New
RJT
504
Raymond James Trust
Florida
$262K +$186K +639 New
OWM
505
OneAscent Wealth Management
Alabama
$259K +$183K +629 New
KWA
506
Kingswood Wealth Advisors
California
$257K +$182K +625 New
NPA
507
Nichols & Pratt Advisers
Massachusetts
$247K +$175K +600 New
DC
508
Diametric Capital
Massachusetts
$245K +$174K +595 New
SFA
509
Sequoia Financial Advisors
Ohio
$244K +$173K +594 New
FCM
510
Fortis Capital Management
Washington
$243K +$172K +591 New
HWM
511
HB Wealth Management
Georgia
$238K +$169K +580 New
ProShare Advisors
512
ProShare Advisors
Maryland
$238K +$169K +578 New
VNA
513
Valley National Advisers
Pennsylvania
$231K -$1.75K -6 -1%
VAS
514
Vestmark Advisory Solutions
Massachusetts
$229K +$163K +558 New
IP
515
Ignite Planners
California
$228K +$171K +587 New
CG
516
Caprock Group
Idaho
$222K +$158K +541 New
STA
517
Summit Trail Advisors
New York
$221K +$157K +538 New
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$221K +$292 +1 +0.2%
OFS
519
OneAscent Financial Services
Alabama
$220K +$156K +536 New
CA
520
Cetera Advisors
Colorado
$220K +$156K +535 New
SIA
521
Schechter Investment Advisors
Michigan
$219K +$155K +533 New
MAS
522
Meeder Advisory Services
Ohio
$217K +$154K +529 New
FT
523
Fiduciary Trust
Massachusetts
$215K +$153K +523 New
BWP
524
Baldwin Wealth Partners
Massachusetts
$212K
DWM
525
Dakota Wealth Management
Florida
$210K -$316K -1,084 -68%