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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
TVWM
626
Tower View Wealth Management
Wisconsin
$6K +$4.38K +15 New
MPWT
627
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$583 +2 +17%
VCM
628
Versant Capital Management
Arizona
$5.34K +$875 +3 +30%
AA
629
Ancora Advisors
Ohio
$4.93K – – –
RFG
630
RFP Financial Group
Georgia
$4.93K – – –
HI
631
Harbour Investments
Wisconsin
$4.93K +$292 +1 +9%
AWM
632
Atticus Wealth Management
Florida
$4.52K – – –
TFP
633
Tilia Fiduciary Partners
North Carolina
$4.11K – – –
AW
634
Avion Wealth
Texas
$4K +$3.21K +11 +1,100%
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.7K – – –
JWA
636
JFS Wealth Advisors
Pennsylvania
$3.7K – – –
PMFA
637
Plante Moran Financial Advisors
Michigan
$3.29K +$2.33K +8 New
PO
638
Private Ocean
California
$2.88K – – –
FCAG
639
First Capital Advisors Group
New Jersey
$2.88K +$2.04K +7 New
SWA
640
Sutton Wealth Advisors
Florida
$2.47K – – –
AFG
641
Albion Financial Group
Utah
$2.47K +$1.75K +6 New
BAAM
642
Baker Avenue Asset Management
California
$2.06K – – –
RWM
643
Raffa Wealth Management
District of Columbia
$2.06K – – –
WWM
644
Wolff Wiese Magana
California
$2.06K – – –
BBPWM
645
Blue Bell Private Wealth Management
Pennsylvania
$1.64K – – –
GI
646
Gradient Investments
Minnesota
$1.64K +$1.17K +4 New
IPW
647
Impact Partnership Wealth
Georgia
$1.64K +$1.17K +4 New
SIS
648
Sound Income Strategies
Florida
$1.64K +$1.17K +4 New
AWM
649
Avior Wealth Management
Nebraska
$1.64K -$428K -1,466 -100%
BWM
650
BerganKDV Wealth Management
Minnesota
$1.23K -$292 -1 -25%
24 25
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