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MongoDB
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
626
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2K | -5 | Closed |
|
|
LOIM
627
Liberty One Investment Management
Libertyville,
Illinois
| – | -$1K | -3 | Closed |
|
|
CI
628
Cordant Inc
Portland,
Oregon
| – | -$1K | -2 | Closed |
|
|
DI
629
Disciplined Investments
Tulsa,
Oklahoma
| – | -$313 | -1 | -50% |
|
630
Jones Financial Companies
Des Peres,
Missouri
| – | +$313 | +1 | New |
|
|
TFA
631
Toth Financial Advisory
Leesburg,
Virginia
| – | +$313 | +1 | New |
|
|
BTI
632
Blue Trust Inc
Alpharetta,
Georgia
| – | +$625 | +2 | New |
|
|
SFG
633
Steward Financial Group
Colleyville,
Texas
| – | +$938 | +3 | New |
|