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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Private Wealth Management Group
New Jersey
$4.2K – – –
SIS
627
Sound Income Strategies
Florida
$4.2K – – –
WA
628
Whipplewood Advisors
Colorado
$4.2K +$370 +2 +11%
PTC
629
Private Trust Company
Ohio
$4.2K +$1.48K +8 +67%
CIAS
630
CBIZ Investment Advisory Services
Ohio
$3.99K -$185 -1 -5%
RA
631
Rise Advisors
New York
$3.99K +$1.66K +9 +90%
BI
632
Binnacle Investments
Iowa
$3.99K +$3.14K +17 +850%
CW
633
Curio Wealth
Maryland
$3.99K +$3.33K +18 +1,800%
LFA
634
LGT Financial Advisors
Texas
$3.99K +$3.51K +19 New
DWM
635
Darwin Wealth Management
Florida
$3.99K -$1.11K -6 -24%
ADL
636
Asset Dedication LLC
California
$3.36K -$15.9K -86 -84%
TCM
637
TD Capital Management
Tennessee
$3.36K +$2.77K +15 +1,500%
MWM
638
Mascoma Wealth Management
New Hampshire
$3.15K – – –
TVWM
639
Tower View Wealth Management
Wisconsin
$3.15K – – –
PPC
640
Park Place Capital
Alabama
$3.09K – – –
CTB
641
Country Trust Bank
Illinois
$2.73K +$2.4K +13 New
TCOV
642
Trust Company of Vermont
Vermont
$2.52K – – –
AWM
643
Atticus Wealth Management
Florida
$2.52K +$185 +1 +9%
BF
644
BOK Financial
Oklahoma
$2.31K -$649K -3,509 -100%
SIC
645
Salem Investment Counselors
North Carolina
$2.31K – – –
CIAM
646
Caitong International Asset Management
Hong Kong
$2.31K +$2.03K +11 New
BCH
647
Berkshire Capital Holdings
California
$2.1K – – –
GWSG
648
GPS Wealth Strategies Group
Colorado
$2.1K – – –
LWMI
649
Legacy Wealth Management (Idaho)
Idaho
$2.1K – – –
RI
650
Ridgewood Investments
New Jersey
$2.1K – – –
24 25
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