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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
651
Cromwell Holdings
Wyoming
$2.1K +$1.48K +8 +400%
AWM
652
Activest Wealth Management
Florida
$2.1K +$1.85K +10 New
LIS
653
Legacy Investment Solutions
Idaho
$2.1K +$1.85K +10 New
HWM
654
Hemington Wealth Management
Virginia
$2K +$1.66K +9 +225%
NS
655
NBC Securities
Alabama
$2K +$2.4K +13 New
CTC
656
Central Trust Company
Missouri
$1.68K -$18.5K -100 -93%
AAS
657
Ameritas Advisory Services
Nebraska
$1.68K +$1.48K +8 New
RAM
658
Riggs Asset Management
Pennsylvania
$1.68K +$1.48K +8 New
S
659
Sachetta
Massachusetts
$1.68K +$1.48K +8 New
SO
660
Sierra Ocean
California
$1.26K -$1.11K -6 -50%
PWA
661
Physician Wealth Advisors
Utah
$1.26K +$185 +1 +20%
TIM
662
Total Investment Management
Arizona
$1.26K +$1.11K +6 New
ZBNA
663
Zions Bancorporation, National Association
Utah
$1.26K +$1.11K +6 New
CPG
664
Cornerstone Planning Group
New Jersey
$1.14K -$4.62K -25 -83%
WWM
665
Wolff Wiese Magana
California
$1.05K -$7.39K -40 -89%
SWM
666
Spire Wealth Management
Virginia
$1.05K -$3.7K -20 -80%
JWA
667
JFS Wealth Advisors
Pennsylvania
$1.05K -$924 -5 -50%
RWM
668
Raffa Wealth Management
District of Columbia
$1.05K – – –
UB
669
UMB Bank
Missouri
$1.05K +$739 +4 +400%
DPW
670
DiNuzzo Private Wealth
Pennsylvania
$1.05K +$924 +5 New
PWA
671
Principia Wealth Advisory
Texas
$1.05K +$924 +5 New
CAL
672
Capital Analysts LLC
Pennsylvania
$1K -$555 -3 -38%
GSWM
673
Golden State Wealth Management
California
$840 -$2.4K -13 -76%
TPCW
674
TD Private Client Wealth
New York
$840 -$370 -2 -33%
CVM
675
Cheviot Value Management
California
$837 – – –
25 26
27
28 29