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DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
API
601
Asset Planning Inc
California
$2.22K – – –
BL
602
BFSG LLC
California
$2.22K – – –
Q1WB
603
Quest 10 Wealth Builders
Virginia
$2.22K – – –
FB
604
First Bancorp
Maine
$2.22K +$2.34K +50 New
WIM
605
Westside Investment Management
California
$2.22K +$2.34K +50 New
QL
606
Quarry LP
New York
$2.13K +$2.25K +48 New
MNA
607
Manning & Napier Advisors
New York
$2.12K +$2.2K +47 New
AW
608
Avion Wealth
Texas
$2K -$891 -19 -23%
TFGT
609
TS Financial Group (TSFG)
Illinois
$2K – – –
PWA
610
Principia Wealth Advisory
Texas
$2K +$1.22K +26 +137%
GIA
611
GHP Investment Advisors
Colorado
$1.96K – – –
DF
612
Dunhill Financial
United Kingdom
$1.82K -$187 -4 -9%
TPCW
613
TD Private Client Wealth
New York
$1.69K +$1.27K +27 +245%
WB
614
Webster Bank
Connecticut
$1.6K – – –
AF
615
Advisornet Financial
Minnesota
$1.47K – – –
BFS
616
Bare Financial Services
Pennsylvania
$1.47K +$516 +11 +50%
CFM
617
Cornerstone Financial Management
Massachusetts
$1.42K -$1.17K -25 -44%
SWM
618
SHP Wealth Management
Massachusetts
$1.42K -$375 -8 -20%
AG
619
AmeriFlex Group
Nevada
$1.42K – – –
PPC
620
Park Place Capital
Alabama
$1.38K +$187 +4 +15%
OCM
621
Osbon Capital Management
Massachusetts
$1.16K – – –
ACA
622
American Capital Advisory
Idaho
$1.16K +$281 +6 +30%
RFS
623
Richardson Financial Services
Massachusetts
$1.11K – – –
BLC
624
Brown, Lisle/Cummings
Rhode Island
$1.11K +$656 +14 +127%
RWM
625
Rialto Wealth Management
New York
$1.02K – – –