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DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
MV Capital Management
Maryland
$1.25K +$1.07K +19 +950%
GWSA
652
Global Wealth Strategies & Associates
Colorado
$1.19K -$4.23K -75 -79%
RWM
653
Raffa Wealth Management
District of Columbia
$1.19K – – –
DF
654
Dunhill Financial
United Kingdom
$1.13K – – –
CJ
655
Caitlin John
Michigan
$1.13K +$847 +15 +375%
JWM
656
Janiczek Wealth Management
Colorado
$1.07K – – –
SC
657
Solstein Capital
California
$1.07K – – –
VF
658
VitalStone Financial
Texas
$1K – – –
AW
659
Avion Wealth
Texas
$1K +$508 +9 New
TCOV
660
Trust Company of Vermont
Vermont
$953 +$903 +16 New
SAM
661
Smartleaf Asset Management
Massachusetts
$829 -$960 -17 -55%
VWA
662
Valued Wealth Advisors
Utah
$775 – – –
MG
663
Mather Group
Illinois
$773 +$734 +13 New
VWWMG
664
Vermillion & White Wealth Management Group
Pennsylvania
$714 – – –
PAI
665
Pittenger & Anderson Inc
Nebraska
$656 – – –
CP
666
Castleview Partners
Texas
$596 -$42.9K -759 -99%
MLA
667
MB, Levis & Associates
Pennsylvania
$596 – – –
RFG
668
REAP Financial Group
Texas
$596 – – –
SJIM
669
St. Johns Investment Management
Florida
$596 – – –
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$596 +$169 +3 +43%
BBHC
671
Brown Brothers Harriman & Co
New York
$596 +$565 +10 New
GJIA
672
Glass Jacobson Investment Advisors
Maryland
$477 +$56 +1 +14%
AssetMark Inc
673
AssetMark Inc
California
$476 +$282 +5 +167%
KFI
674
Key Financial Inc
Pennsylvania
$417 – – –
RG
675
Retirement Group
California
$298 – – –