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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$282K +$261K +689 New
MLM
552
Mount Lucas Management
Pennsylvania
$280K – – –
CC
553
Centiva Capital
New York
$279K +$259K +682 New
AAS
554
Avantax Advisory Services
Texas
$278K -$3.41K -9 -1%
EA
555
Everpar Advisors
Oklahoma
$274K +$255K +671 New
EWA
556
EP Wealth Advisors
California
$272K +$20.9K +55 +9%
APS
557
American Planning Services
Florida
$265K +$246K +649 New
ZF
558
Zega Financial
Florida
$264K +$245K +646 New
HPIA
559
Hamilton Point Investment Advisors
North Carolina
$263K -$75.9K -200 -24%
CWM
560
Cornerstone Wealth Management
Missouri
$261K -$1.14K -3 -0.5%
EF
561
Empowered Funds
Pennsylvania
$261K +$242K +639 New
NB
562
Norinchukin Bank
Japan
$261K +$242K +638 New
BL
563
Balentine LLC
Georgia
$260K +$241K +636 New
FDCDDQ
564
Federation des caisses Desjardins du Quebec
Quebec, Canada
$256K +$9.48K +25 +4%
WA
565
Wealth Alliance
New York
$252K -$10.6K -28 -4%
SAG
566
SageView Advisory Group
California
$252K +$230K +606 New
MYIA
567
Mount Yale Investment Advisors
Colorado
$248K +$230K +606 New
AP
568
AtonRa Partners
Switzerland
$246K -$32.2K -85 -12%
VNA
569
Valley National Advisers
Pennsylvania
$244K +$12.5K +33 +6%
WPC
570
Wedmont Private Capital
Pennsylvania
$234K +$234K +618 New
AT
571
American Trust
Kentucky
$232K -$36.4K -96 -14%
FT
572
Fiduciary Trust
Massachusetts
$231K +$214K +565 New
NCFG
573
New Century Financial Group
New Jersey
$228K +$211K +557 New
CMI
574
Clare Market Investments
Texas
$227K -$26.2K -69 -11%
SIA
575
Schechter Investment Advisors
Michigan
$226K +$210K +553 New
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