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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
551
CVA Family Office
Colorado
$53.8K +$4.94K +19 +11%
PCMC
552
Planning Capital Management Corporation
Pennsylvania
$51.9K +$47.3K +182 +1,820%
CA
553
CoreCap Advisors
Michigan
$44.3K +$40K +154 +1,540%
ADL
554
Asset Dedication LLC
California
$44.1K – – –
WSFS
555
Wilmington Savings Fund Society
Delaware
$43.5K +$41.8K +161 New
JPWM
556
Jamison Private Wealth Management
Georgia
$40.6K -$4.42K -17 -10%
EWA
557
EverSource Wealth Advisors
Alabama
$40.6K -$18.2K -70 -32%
DCP
558
DSM Capital Partners
Florida
$40K – – –
CA
559
Continuum Advisory
Idaho
$39.9K +$30.7K +118 +621%
GI
560
GAMMA Investing
California
$39.2K +$24.2K +93 +179%
HFS
561
Hantz Financial Services
Michigan
$38K – – –
BIG
562
Brooklyn Investment Group
New York
$36.2K +$34.8K +134 New
WI
563
Wintrust Investments
Illinois
$36K -$367K -1,414 -91%
ABWM
564
Alpine Bank Wealth Management
Colorado
$34.6K +$33.3K +128 New
SSB
565
Sandy Spring Bank
Maryland
$34.3K – – –
AWM
566
Abound Wealth Management
Tennessee
$33.5K – – –
CTC
567
Central Trust Company
Missouri
$32K -$3.38K -13 -10%
GRP
568
Global Retirement Partners
California
$31.1K +$10.1K +39 +51%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$27K – – –
BCMLT
570
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K – – –
FA
571
Financial Avengers
California
$27K – – –
MWA
572
MFA Wealth Advisors
Pennsylvania
$27K – – –
AW
573
Avion Wealth
Texas
$26K +$1.3K +5 +5%
CHA
574
Carmichael Hill & Associates
Maryland
$24.3K – – –
HNB
575
Hilltop National Bank
Wyoming
$24.1K -$2.08K -8 -8%
21 22
23
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