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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
626
CoreCap Advisors
Michigan
$360K +$155K +426 +99%
LI
627
LifeWealth Investments
Florida
$357K +$309K +850 New
CGH
628
Crossmark Global Holdings
Texas
$354K +$65.1K +179 +27%
MG
629
Marex Group
$352K +$305K +839 New
ITFISA
630
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K +$86.2K +237 +40%
HCC
631
Hirtle Callaghan & Co
Pennsylvania
$351K +$304K +836 New
PE
632
PCM Encore
Colorado
$349K +$303K +833 New
TAM
633
Titleist Asset Management
Texas
$348K -$151K -414 -33%
CA
634
Clearstead Advisors
Ohio
$347K +$291K +799 +2,959%
BOSSRA
635
B.O.S.S. Retirement Advisors
Utah
$346K -$480K -1,319 -62%
SFC
636
SYM Financial Corp
Indiana
$346K +$18.2K +50 +6%
NYLIM
637
New York Life Investment Management
New York
$344K -$49.1K -135 -14%
AC
638
AWM Capital
Arizona
$342K – – –
TFA
639
Transamerica Financial Advisors
Florida
$342K +$286K +786 +2,620%
II
640
Impact Investors
California
$342K -$22.2K -61 -7%
TPWA
641
Twin Peaks Wealth Advisors
California
$340K – – –
VT
642
Vise Technologies
New York
$339K +$40.4K +111 +16%
RS
643
Rakuten Securities
Japan
$333K +$150K +411 +107%
AT
644
American Trust
Kentucky
$332K +$35.3K +97 +14%
SC
645
Savant Capital
Illinois
$329K -$17.1K -47 -6%
VWM
646
Venturi Wealth Management
Texas
$328K -$42.2K -116 -13%
OCBCO
647
Oversea-Chinese Banking Corp (OCBC)
Singapore
$327K -$46.2K -127 -14%
RCM
648
Raleigh Capital Management
North Carolina
$325K +$282K +775 New
CCS
649
Concentric Capital Strategies
Connecticut
$324K -$1.57M -4,320 -85%
CI
650
Cigna Investments
Connecticut
$321K +$1.09K +3 +0.4%
24 25
26
27 28