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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
701
Grove Bank & Trust
Florida
$7.36K – – –
NS
702
NBC Securities
Alabama
$6K – – –
TVWM
703
Tower View Wealth Management
Wisconsin
$6K – – –
AW
704
Avion Wealth
Texas
$6K +$759 +2 +15%
WTA
705
Washington Trust Advisors
Massachusetts
$5.11K +$4.55K +12 New
RFG
706
RFP Financial Group
Georgia
$4.91K – – –
OLVIG
707
Oliver Lagore Vanvalin Investment Group
Michigan
$4.91K +$4.55K +12 New
TCWA
708
Turtle Creek Wealth Advisors
Texas
$4.91K +$4.55K +12 New
WIM
709
Westside Investment Management
California
$4.91K +$4.55K +12 New
AWM
710
Atticus Wealth Management
Florida
$4.5K – – –
JWA
711
JFS Wealth Advisors
Pennsylvania
$4.5K – – –
AWM
712
Able Wealth Management
New Jersey
$4.5K +$4.17K +11 New
BCH
713
Berkshire Capital Holdings
California
$4.09K -$15.4M -40,620 -100%
FFO
714
Fortitude Family Office
Arizona
$4.09K +$3.79K +10 New
S
715
Sachetta
Massachusetts
$4.09K +$3.79K +10 New
AWM
716
Avior Wealth Management
Nebraska
$4.09K -$1.52K -4 -29%
VCM
717
Versant Capital Management
Arizona
$3.68K -$1.52K -4 -31%
KFS
718
Kelly Financial Services
Massachusetts
$3.27K -$379 -1 -11%
CSC
719
Caldwell Sutter Capital
California
$3.27K +$3.04K +8 New
TFA
720
Transamerica Financial Advisors
Florida
$3K +$2.66K +7 +700%
AF
721
Advisornet Financial
Minnesota
$2.86K -$1.14K -3 -30%
VAG
722
VisionPoint Advisory Group
Texas
$2.86K -$379 -1 -13%
CIA
723
Cape Investment Advisory
Georgia
$2.86K +$2.66K +7 New
FGAM
724
Financial Gravity Asset Management
Texas
$2.66K +$1.52K +4 +100%
PPC
725
Park Place Capital
Alabama
$2.45K -$15.2K -40 -87%
27 28
29
30 31