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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$5.75K +$583 +2 +17%
VCM
627
Versant Capital Management
Arizona
$5.34K +$875 +3 +30%
AA
628
Ancora Advisors
Ohio
$4.93K – – –
RFG
629
RFP Financial Group
Georgia
$4.93K – – –
HI
630
Harbour Investments
Wisconsin
$4.93K +$292 +1 +9%
AWM
631
Atticus Wealth Management
Florida
$4.52K – – –
TFP
632
Tilia Fiduciary Partners
North Carolina
$4.11K – – –
AW
633
Avion Wealth
Texas
$4K +$3.21K +11 +1,100%
BCMLT
634
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.7K – – –
JWA
635
JFS Wealth Advisors
Pennsylvania
$3.7K – – –
PMFA
636
Plante Moran Financial Advisors
Michigan
$3.29K +$2.33K +8 New
PO
637
Private Ocean
California
$2.88K – – –
FCAG
638
First Capital Advisors Group
New Jersey
$2.88K +$2.04K +7 New
SWA
639
Sutton Wealth Advisors
Florida
$2.47K – – –
AFG
640
Albion Financial Group
Utah
$2.47K +$1.75K +6 New
BAAM
641
Baker Avenue Asset Management
California
$2.06K – – –
RWM
642
Raffa Wealth Management
District of Columbia
$2.06K – – –
WWM
643
Wolff Wiese Magana
California
$2.06K – – –
BBPWM
644
Blue Bell Private Wealth Management
Pennsylvania
$1.64K – – –
GI
645
Gradient Investments
Minnesota
$1.64K +$1.17K +4 New
IPW
646
Impact Partnership Wealth
Georgia
$1.64K +$1.17K +4 New
SIS
647
Sound Income Strategies
Florida
$1.64K +$1.17K +4 New
AWM
648
Avior Wealth Management
Nebraska
$1.64K -$428K -1,466 -100%
FGAM
649
Financial Gravity Asset Management
Texas
$1.61K +$120K +411 New
BWM
650
BerganKDV Wealth Management
Minnesota
$1.23K -$292 -1 -25%
24 25
26
27 28