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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
626
Baldwin Wealth Partners
Massachusetts
$4.05K -$260 -1 -6%
AA
627
Addison Advisors
Vermont
$3.25K – – –
TCOV
628
Trust Company of Vermont
Vermont
$3.24K +$3.12K +12 New
AWM
629
Atticus Wealth Management
Florida
$2.97K – – –
SIC
630
Salem Investment Counselors
North Carolina
$2.97K – – –
CFGS
631
Concourse Financial Group Securities
Alabama
$2.97K -$1.04K -4 -27%
WIM
632
Westside Investment Management
California
$2.87K – – –
RCM
633
Raleigh Capital Management
North Carolina
$2.7K -$779 -3 -23%
BCH
634
Berkshire Capital Holdings
California
$2.7K – – –
GWSG
635
GPS Wealth Strategies Group
Colorado
$2.7K – – –
RI
636
Ridgewood Investments
New Jersey
$2.7K – – –
DIP
637
DT Investment Partners
Pennsylvania
$2.7K +$2.6K +10 New
JWA
638
JFS Wealth Advisors
Pennsylvania
$2.43K – – –
BCM
639
Blume Capital Management
California
$2.43K +$2.34K +9 New
LFG
640
Larson Financial Group
Missouri
$2.43K – – –
VWA
641
Valued Wealth Advisors
Utah
$2.16K +$260 +1 +14%
CAL
642
Capital Analysts LLC
Pennsylvania
$2K +$2.08K +8 New
HWM
643
Hemington Wealth Management
Virginia
$2K +$2.86K +11 New
LOIM
644
Liberty One Investment Management
Illinois
$1.62K -$9.09K -35 -85%
CSC
645
Caldwell Sutter Capital
California
$1.62K – – –
PPC
646
Park Place Capital
Alabama
$1.62K – – –
CPA
647
Capital Performance Advisors
California
$1.38K +$1.3K +5 New
AF
648
Advisornet Financial
Minnesota
$1.35K -$1.56K -6 -55%
FFO
649
Fortitude Family Office
Arizona
$1.35K – – –
RWM
650
Raffa Wealth Management
District of Columbia
$1.35K – – –
24 25
26
27 28