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Market cap $13.3B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
701	OP 701 ORG Partners Roanoke, Indiana	$5.49K	+$5.74K	+71	New
702	HNW 702 High Note Wealth Deephaven, Minnesota	$4.44K	-$324	-4	-7%
703	BFS 703 Bare Financial Services Gap, Pennsylvania	$4.44K	+$3.24K	+40	+235%
704	BCWM 704 Bartlett & Co Wealth Management Cincinnati, Ohio	$4.28K	-$2.59K	-32	-37%
705	MSWA 705 Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$4.28K	+$2.83K	+35	+175%
706	CAL 706 Capital Analysts LLC Fort Washington, Pennsylvania	$4K	–	–	–
707	API 707 Asset Planning Inc Cypress, California	$3.9K	–	–	–
708	BL 708 BFSG LLC Irvine, California	$3.9K	–	–	–
709	EWA 709 EQ Wealth Advisors Dallas, Texas	$3.9K	–	–	–
710	WIM 710 Westside Investment Management Santa Monica, California	$3.9K	–	–	–
711	Q1WB 711 Quest 10 Wealth Builders Fuquay-Varina, Virginia	$3.9K	+$4.04K	+50	New
712	CAM 712 Creekmur Asset Management Morton, Illinois	$3.66K	–	–	–
713	ADL 713 Asset Dedication LLC San Francisco, California	$3.66K	+$2.18K	+27	+135%
714	GIA 714 GHP Investment Advisors Denver, Colorado	$3.43K	–	–	–
715	GG 715 Gleason Group Prospect, Kentucky	$3.27K	–	–	–
716	WB 716 Webster Bank Waterbury, Connecticut	$2.8K	+$2.91K	+36	New
717	MSFP 717 Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.73K	-$21.4K	-265	-88%
718	JWA 718 JFS Wealth Advisors Hermitage, Pennsylvania	$2.42K	+$566	+7	+29%
719	ACM 719 Anfield Capital Management Irvine, California	$2.34K	–	–	–
720	CT 720 Clearstead Trust Portland, Maine	$2.26K	-$81	-1	-3%
721	YP 721 YANKCOM Partnership Yankton, South Dakota	$2.18K	–	–	–
722	TCA 722 Trifecta Capital Advisors Northbrook, Illinois	$2.18K	+$2.27K	+28	New
723	PPC 723 Park Place Capital Homewood, Alabama	$2.09K	–	–	–
724	AW 724 Avion Wealth The Woodlands, Texas	$2K	-$37.3K	-461	-95%
725	PMAM 725 Picton Mahoney Asset Management Toronto, Ontario, Canada	$2K	–	–	–

DocuSign DOCU Market cap $13.3B

DocuSign

DOCU

Market cap $13.3B