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DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
1101
Laurel Wealth Advisors (California)
California
– -$240K -858 Closed
I
1102
INVST
Indiana
– -$234K -830 Closed
MGIM
1103
M&G Investment Management
United Kingdom
– -$232K -829 Closed
TCM
1104
Tandem Capital Management
New Jersey
– -$231K -825 Closed
ASFA
1105
All Season Financial Advisors
Colorado
– -$230K -822 Closed
MFG
1106
Menard Financial Group
Texas
– -$222K -793 Closed
TC
1107
Telemus Capital
Michigan
– -$220K -787 Closed
QTM
1108
qPULA Trading Management
New York
– -$219K -784 Closed
WA1
1109
Wimmer Associates 1
California
– -$219K -783 Closed
GC
1110
GFG Capital
Florida
– -$214K -765 Closed
EBT
1111
Enterprise Bank & Trust
Massachusetts
– -$213K -762 Closed
RPWA
1112
Regent Peak Wealth Advisors
Georgia
– -$226K -758 Closed
FAB
1113
First American Bank
Illinois
– -$210K -750 Closed
PAS
1114
Professional Advisory Services
Florida
– -$210K -750 Closed
TA
1115
Tiedemann Advisors
New York
– -$210K -750 Closed
SB
1116
Strategic Blueprint
Georgia
– -$183K -655 Closed
GAM
1117
GVO Asset Management
Switzerland
– -$122K -436 Closed
KFP
1118
KB Financial Partners
New Jersey
– -$110K -392 Closed
SAS
1119
Stelac Advisory Services
New York
– -$109K -391 Closed
PWP
1120
Personal Wealth Partners
Minnesota
– -$74K -265 Closed
WP
1121
WealthShield Partners
North Carolina
– -$54K -192 Closed
EBSAM
1122
Eubel Brady & Suttman Asset Management
Ohio
– -$34K -170 Closed
EFSCE
1123
Enterprise Financial Services Corp (EFSC)
Missouri
– -$30K -108 Closed
RG
1124
Retirement Group
California
– -$28K -100 Closed
SL
1125
Savior LLC
Massachusetts
– -$28K -100 Closed
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