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DOCU

DocuSign

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
776
Greykasell Wealth Strategies
California
$1.01K +$1.08K +14 New
FIA
777
FNY Investment Advisers
New York
$1K -$118K -1,527 -99%
AW
778
Avion Wealth
Texas
$1K -$77 -1 -4%
WCM
779
Winthrop Capital Management
Indiana
$1K – – –
VWA
780
Valued Wealth Advisors
Utah
$938 – – –
DPW
781
DiNuzzo Private Wealth
Pennsylvania
$920 – – –
RWM
782
Rialto Wealth Management
New York
$866 +$154 +2 +20%
FNWA
783
Financial Network Wealth Advisors
Utah
$865 – – –
PWA
784
Principia Wealth Advisory
Texas
$793 -$154 -2 -15%
OWP
785
ORG Wealth Partners
Texas
$792 – – –
MLA
786
MB, Levis & Associates
Pennsylvania
$721 – – –
SJIM
787
St. Johns Investment Management
Florida
$721 – – –
OP
788
ORG Partners
Indiana
$720 -$4.7K -61 -86%
PCTC
789
Perkins Coie Trust Company
Washington
$720 +$771 +10 New
HFS
790
Hughes Financial Services
Virginia
$627 – – –
GJIA
791
Glass Jacobson Investment Advisors
Maryland
$577 – – –
SIS
792
Sound Income Strategies
Florida
$571 – – –
GA
793
Guerra Advisors
Florida
$531 +$539 +7 New
SN
794
Sittner & Nelson
Oregon
$505 – – –
KFI
795
Key Financial Inc
Pennsylvania
$483 – – –
PWA
796
Physician Wealth Advisors
Utah
$433 +$462 +6 New
DF
797
Dunhill Financial
United Kingdom
$423 +$77 +1 +20%
BMC
798
Bear Mountain Capital
Washington
$362 – – –
BHWM
799
Bay Harbor Wealth Management
Maryland
$360 +$154 +2 +67%
DF
800
DecisionPoint Financial
Arizona
$345 -$154 -2 -29%