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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
I
526
InceptionR
California
$310K -$7.59K -20 -3%
OCBCO
527
Oversea-Chinese Banking Corp (OCBC)
Singapore
$310K +$288K +759 New
CA
528
Cetera Advisors
Colorado
$308K +$38.3K +101 +15%
PWLP
529
Prio Wealth Limited Partnership
Massachusetts
$307K – – –
DLCIG
530
D.L. Carlson Investment Group
New Hampshire
$306K +$245K +645 New
CT
531
Chicago Trust
Illinois
$305K – – –
AIM
532
Achmea Investment Management
Netherlands
$303K – – –
AWM
533
Apollon Wealth Management
South Carolina
$301K +$279K +735 New
EFG
534
Everhart Financial Group
Ohio
$300K +$14.8K +39 +6%
FFA
535
Farther Finance Advisors
California
$298K +$105K +278 +62%
FIA
536
Foundations Investment Advisors
Arizona
$298K +$53.5K +141 +24%
CI
537
Cigna Investments
Connecticut
$297K +$4.55K +12 +2%
NL
538
NWAM LLC
Washington
$297K +$275K +726 New
BHCM
539
Brevan Howard Capital Management
Jersey
$295K +$15.9K +42 +6%
CIA
540
Concurrent Investment Advisors
Florida
$294K +$273K +720 New
MFA
541
Mayflower Financial Advisors
Massachusetts
$293K +$19K +50 +8%
SWP
542
Stratos Wealth Partners
Ohio
$292K +$270K +713 New
AP
543
Appleton Partners
Massachusetts
$291K – – –
ATPW
544
Ashton Thomas Private Wealth
Arizona
$287K – – –
AS
545
AM Squared
Hong Kong
$286K +$228K +600 +600%
CAIMH
546
Central Asset Investments & Management Holdings
Hong Kong
$286K +$266K +700 New
AWM
547
Accurate Wealth Management
Florida
$285K +$15.2K +40 +6%
FP
548
Financial Perspectives
Minnesota
$285K – – –
AAM
549
Azzad Asset Management
Virginia
$284K +$264K +695 New
IPAM
550
ICICI Prudential Asset Management
India
$283K +$263K +692 New
20 21
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