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MongoDB
MDB

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$3.42K – – –
CIA
727
Cape Investment Advisory
Georgia
$3.41K -$2.83K -11 -50%
GA
728
Guerra Advisors
Florida
$3.41K +$2.83K +11 New
MG
729
Mather Group
Illinois
$3.41K +$2.83K +11 New
BCH
730
Berkshire Capital Holdings
California
$3.1K – – –
CH
731
Cromwell Holdings
Wyoming
$3.1K – – –
GWSG
732
GPS Wealth Strategies Group
Colorado
$3.1K – – –
LWMI
733
Legacy Wealth Management (Idaho)
Idaho
$3.1K – – –
JWA
734
JFS Wealth Advisors
Pennsylvania
$3.1K +$1.28K +5 +100%
AEPWM
735
Atlantic Edge Private Wealth Management
Florida
$3.1K +$2.57K +10 New
BWL
736
Bogart Wealth LLC
Virginia
$2.79K -$11.3K -44 -83%
RWM
737
Raffa Wealth Management
District of Columbia
$2.79K +$1.03K +4 +80%
S
738
Sachetta
Massachusetts
$2.48K – – –
UB
739
UMB Bank
Missouri
$2.48K +$771 +3 +60%
SS
740
Sunbelt Securities
Texas
$2.48K +$2.06K +8 New
WA
741
Westfuller Advisors
New York
$2.4K +$2.06K +8 New
HFS
742
Hughes Financial Services
Virginia
$2.24K +$771 +3 +100%
PPC
743
Park Place Capital
Alabama
$2.17K -$2.06K -8 -53%
CAL
744
Capital Analysts LLC
Pennsylvania
$2K – – –
CCM
745
Cloud Capital Management
Washington
$2K +$1.8K +7 New
DPW
746
DiNuzzo Private Wealth
Pennsylvania
$1.89K +$257 +1 +20%
CPG
747
Cornerstone Planning Group
New Jersey
$1.74K – – –
PWA
748
Principia Wealth Advisory
Texas
$1.55K – – –
WWM
749
Wolff Wiese Magana
California
$1.55K – – –
TIM
750
Tortoise Investment Management
New York
$1.55K +$771 +3 +150%
28 29
30
31 32