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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$78.6K – – –
FHC
702
First Horizon Corporation
Tennessee
$76.2K +$1.5K +5 +2%
SG
703
Sankala Group
Colorado
$75.9K – – –
MAM
704
Morse Asset Management
Connecticut
$73.9K – – –
TFIPS
705
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68.9K – – –
MCA
706
McGuire Capital Advisors
Oklahoma
$67.2K – – –
CAM
707
Close Asset Management
United Kingdom
$67K – – –
CA
708
CoreCap Advisors
Michigan
$66.2K +$55.2K +184 +1,415%
PPC
709
Park Place Capital
Alabama
$64.8K +$19.5K +65 +51%
AUB
710
Atlantic Union Bankshares
Virginia
$63.8K +$34.5K +115 +153%
VSQM
711
V-Square Quantitative Management
Illinois
$63.1K -$65.7K -219 -54%
PWPS
712
Pinnacle Wealth Planning Services
Ohio
$60.5K -$1.2K -4 -2%
WETS
713
Wealth Enhancement Trust Services
South Dakota
$60.5K – – –
UOTTAIMCU
714
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$57.8K +$21.9K +73 +74%
RF
715
Rossby Financial
Florida
$52.7K -$8.4K -28 -15%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$50.4K -$1.5K -5 -3%
SA
717
Strategic Advocates
Utah
$48.4K +$8.7K +29 +25%
NF
718
Napier Financial
Massachusetts
$47K – – –
CCWM
719
Cassaday & Co Wealth Management
Virginia
$45.3K -$1.5K -5 -4%
SWP
720
Strategic Wealth Partners
Ohio
$43.3K – – –
AWM
721
Abound Wealth Management
Tennessee
$41.7K -$300 -1 -0.8%
FFO
722
Fortitude Family Office
Arizona
$41.7K +$25.2K +84 +210%
WIM
723
Westside Investment Management
California
$41K – – –
MMCM
724
Murphy & Mullick Capital Management
New York
$39.6K – – –
BC
725
Bayforest Capital
United Kingdom
$39.6K -$289K -963 -89%
27 28
29
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