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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
501
Arkos Global Advisors
Texas
$351K +$52.3K +128 +15%
PCG
502
Prosperity Consulting Group
Maryland
$345K +$393K +962 New
RJT
503
Raymond James Trust
Florida
$342K +$27.8K +68 +8%
BL
504
Balentine LLC
Georgia
$341K +$129K +316 +50%
TPWA
505
Twin Peaks Wealth Advisors
California
$341K – – –
BPA
506
Beacon Pointe Advisors
California
$339K -$9.4K -23 -2%
SWP
507
Stratos Wealth Partners
Ohio
$336K +$91.1K +223 +31%
EI
508
Ellevest Inc
New York
$336K -$2.45K -6 -0.6%
TWM
509
Tanager Wealth Management
United Kingdom
$328K – – –
CGL
510
Clarius Group LLC
Washington
$322K -$24.1K -59 -6%
TA
511
TFB Advisors
Kansas
$321K +$351K +859 New
SA
512
SpiderRock Advisors
Delaware
$320K +$366K +897 New
YCM
513
Yousif Capital Management
Michigan
$318K +$39.2K +96 +12%
CG
514
Cynosure Group
Utah
$313K +$357K +874 New
SI
515
Stephens Inc
Arkansas
$299K -$137K -336 -29%
WC
516
Westwind Capital
New Mexico
$298K – – –
SFA
517
Sequoia Financial Advisors
Ohio
$295K +$6.54K +16 +2%
HWM
518
HB Wealth Management
Georgia
$294K +$6.54K +16 +2%
VCM
519
Virtue Capital Management
Tennessee
$294K +$337K +825 New
O
520
Ossiam
France
$292K -$65.4K -160 -16%
AC
521
AWM Capital
Arizona
$288K – – –
CL
522
Choreo LLC
Illinois
$286K -$103K -251 -24%
AWS
523
Atria Wealth Solutions
New York
$282K -$1.23K -3 -0.4%
OAM
524
Ostrum Asset Management
France
$278K – – –
PFS
525
Prospera Financial Services
Texas
$277K -$17.6K -43 -5%
19 20
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