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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
551
Summit Securities Group
New York
$54K +$49.4K +190 +1,900%
CFO
552
CVA Family Office
Colorado
$53.8K +$4.94K +19 +11%
PCMC
553
Planning Capital Management Corporation
Pennsylvania
$51.9K +$47.3K +182 +1,820%
CA
554
CoreCap Advisors
Michigan
$44.3K +$40K +154 +1,540%
ADL
555
Asset Dedication LLC
California
$44.1K – – –
WSFS
556
Wilmington Savings Fund Society
Delaware
$43.5K +$41.8K +161 New
JPWM
557
Jamison Private Wealth Management
Georgia
$40.6K -$4.42K -17 -10%
EWA
558
EverSource Wealth Advisors
Alabama
$40.6K -$18.2K -70 -32%
DCP
559
DSM Capital Partners
Florida
$40K – – –
CA
560
Continuum Advisory
Idaho
$39.9K +$30.7K +118 +621%
GI
561
GAMMA Investing
California
$39.2K +$24.2K +93 +179%
IAIM
562
International Assets Investment Management
Florida
$38.4K -$6.24K -24 -14%
HFS
563
Hantz Financial Services
Michigan
$38K – – –
BIG
564
Brooklyn Investment Group
New York
$36.2K +$34.8K +134 New
WI
565
Wintrust Investments
Illinois
$36K -$367K -1,414 -91%
ABWM
566
Alpine Bank Wealth Management
Colorado
$34.6K +$33.3K +128 New
SSB
567
Sandy Spring Bank
Maryland
$34.3K – – –
AWM
568
Abound Wealth Management
Tennessee
$33.5K – – –
CTC
569
Central Trust Company
Missouri
$32K -$3.38K -13 -10%
GRP
570
Global Retirement Partners
California
$31.1K +$10.1K +39 +51%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$27K – – –
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K – – –
FA
573
Financial Avengers
California
$27K – – –
MWA
574
MFA Wealth Advisors
Pennsylvania
$27K – – –
AW
575
Avion Wealth
Texas
$26K +$1.3K +5 +5%
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23
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