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DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
876
Diversified Trust
Tennessee
– -$286K -2,672 Closed
3F
877
360 Financial
Minnesota
– -$300K -2,670 Closed
NL
878
NWAM LLC
Washington
– -$285K -2,661 Closed
ISWM
879
Independent Solutions Wealth Management
New York
– -$284K -2,652 Closed
SB
880
Strategic Blueprint
Georgia
– -$283K -2,641 Closed
YCM
881
Yousif Capital Management
Michigan
– -$283K -2,639 Closed
MPM
882
Meritage Portfolio Management
Kansas
– -$281K -2,625 Closed
GL
883
Graypoint LLC
New York
– -$278K -2,599 Closed
PWM
884
Perigon Wealth Management
California
– -$276K -2,576 Closed
LFA
885
Legacy Financial Advisors
Kentucky
– -$274K -2,558 Closed
SIG
886
Stonegate Investment Group
Alabama
– -$274K -2,557 Closed
MOS
887
MGO One Seven
Ohio
– -$273K -2,546 Closed
EFS
888
Essex Financial Services
Connecticut
– -$273K -2,545 Closed
RHBC
889
R.H. Bluestein & Co
Michigan
– -$270K -2,525 Closed
RFN
890
Redwood Financial Network
Ohio
– -$268K -2,505 Closed
DWM
891
Drive Wealth Management
Utah
– -$268K -2,503 Closed
ACM
892
Alpha Capital Management
Texas
– -$267K -2,490 Closed
NFG
893
Nations Financial Group
Iowa
– -$267K -2,489 Closed
CMI
894
Clare Market Investments
Texas
– -$264K -2,465 Closed
CAG
895
Csenge Advisory Group
Florida
– -$264K -2,461 Closed
WA
896
Wealth Architects
California
– -$255K -2,385 Closed
FCM
897
Fortis Capital Management
Washington
– -$254K -2,374 Closed
IAIM
898
International Assets Investment Management
Florida
– -$248K -2,311 Closed
CA
899
Carson Advisory
Georgia
– -$244K -2,282 Closed
KMWM
900
Keudell/Morrison Wealth Management
Oregon
– -$243K -2,273 Closed
34 35
36
37 38