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DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
626
Capital Advisors Ltd
Ohio
$1K -$375 -8 -33%
CB
627
CNB Bank
Pennsylvania
$933 – – –
RWM
628
Raffa Wealth Management
District of Columbia
$933 – – –
QWM
629
Quaker Wealth Management
New Jersey
$889 +$516 +11 +122%
PS
630
PayPay Securities
Japan
$888 – – –
MG
631
Mather Group
Illinois
$885 – – –
HIW
632
Holos Integrated Wealth
Pennsylvania
$850 – – –
SIC
633
Salem Investment Counselors
North Carolina
$800 – – –
MCM
634
MV Capital Management
Maryland
$756 -$2.63K -56 -77%
NS
635
NBC Securities
Alabama
$710 -$703 -15 -48%
NEWAS
636
N.E.W. Advisory Services
Wisconsin
$666 – – –
VR
637
Vision Retirement
New Jersey
$666 – – –
SEP
638
Signature Equity Partners
Ohio
$666 +$281 +6 +67%
VWA
639
Valued Wealth Advisors
Utah
$578 – – –
TFM
640
TFC Financial Management
Massachusetts
$578 +$609 +13 New
TM
641
Torren Management
California
$577 – – –
UFF
642
USA Financial Formulas
Michigan
$489 – – –
IPS
643
Investors Portfolio Services
Washington
$444 – – –
MLA
644
MB, Levis & Associates
Pennsylvania
$444 – – –
HFS
645
Hughes Financial Services
Virginia
$444 +$141 +3 +43%
HHGA
646
Halbert Hargrove Global Advisors
California
$442 +$469 +10 New
SC
647
Solstein Capital
California
$400 – – –
APFP
648
Action Point Financial Planning
Michigan
$399 +$422 +9 New
GJIA
649
Glass Jacobson Investment Advisors
Maryland
$356 – – –
CCMI
650
Creative Capital Management Investments
California
$355 +$375 +8 New