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MongoDB

Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
551
Hamilton Point Investment Advisors
North Carolina
$231K – – –
CWM
552
Cornerstone Wealth Management
Missouri
$229K – – –
DLCIG
553
D.L. Carlson Investment Group
New Hampshire
$228K -$4.09K -10 -2%
WWM
554
Whalen Wealth Management
Nevada
$227K +$259K +633 New
MLM
555
Mount Lucas Management
Pennsylvania
$225K -$23.3K -57 -8%
NW
556
NewEdge Wealth
Pennsylvania
$221K +$249K +609 New
NB
557
Norinchukin Bank
Japan
$221K -$9.4K -23 -4%
Bank Julius Baer & Co
558
Bank Julius Baer & Co
Switzerland
$220K -$275K -674 -52%
NCFG
559
New Century Financial Group
New Jersey
$219K +$21.7K +53 +10%
WAP
560
Wealthcare Advisory Partners
Pennsylvania
$217K -$34.3K -84 -12%
EFM
561
E Fund Management
China
$217K -$869K -2,126 -78%
QC
562
Quent Capital
New York
$216K +$32.3K +79 +15%
CIA
563
Concurrent Investment Advisors
Florida
$214K -$49.8K -122 -17%
CG
564
Caprock Group
Idaho
$214K +$24.5K +60 +11%
BGIM
565
Boussard & Gavaudan Investment Management
United Kingdom
$212K +$240K +588 New
PIA
566
Perennial Investment Advisors
California
$212K +$40.9K +100 +20%
LWM
567
Laidlaw Wealth Management
New York
$210K +$239K +585 New
Fifth Third Bancorp
568
Fifth Third Bancorp
Ohio
$207K +$19.2K +47 +9%
GAM
569
Gotham Asset Management
New York
$206K -$532K -1,302 -69%
MYIA
570
Mount Yale Investment Advisors
Colorado
$205K -$13.9K -34 -6%
CGH
571
Crossmark Global Holdings
Texas
$204K +$232K +569 New
BCM
572
BluePath Capital Management
Georgia
$203K +$231K +566 New
RIA
573
Realta Investment Advisors
Delaware
$202K +$18K +44 +8%
AF
574
Allworth Financial
California
$199K +$14.3K +35 +7%
RS
575
Rakuten Securities
Japan
$197K -$5.06M -12,383 -96%