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DOCU

DocuSign
DOCU

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1101
Sheets Smith Wealth Management
North Carolina
– -$378K -1,467 Closed
RWB
1102
RMR Wealth Builders
New Jersey
– -$374K -1,454 Closed
CPIG
1103
Chicago Partners Investment Group
Illinois
– -$370K -1,452 Closed
CA
1104
CastleArk Alternatives
Illinois
– -$373K -1,450 Closed
AW
1105
ACG Wealth
Georgia
– -$358K -1,392 Closed
GLA
1106
Great Lakes Advisors
Illinois
– -$358K -1,390 Closed
MPPW
1107
Mitchell & Pahl Private Wealth
Oklahoma
– -$347K -1,347 Closed
SF
1108
Synovus Financial
Georgia
– -$350K -1,344 Closed
RFC
1109
Regions Financial Corp
Alabama
– -$343K -1,333 Closed
OC
1110
Oakmont Corp
California
– -$339K -1,316 Closed
CMTU
1111
Capital Markets Trading (UK)
United Kingdom
– -$336K -1,310 Closed
ACM
1112
Azimuth Capital Management
Michigan
– -$335K -1,300 Closed
BCA
1113
Biltmore Capital Advisors
New Jersey
– -$335K -1,300 Closed
CCIA
1114
Campbell & Co Investment Adviser
Maryland
– -$335K -1,300 Closed
FAM
1115
Formidable Asset Management
Ohio
– -$331K -1,287 Closed
CGH
1116
Crossmark Global Holdings
Texas
– -$327K -1,270 Closed
BDF
1117
Balasa Dinverno & Foltz
– -$324K -1,259 Closed
OIA
1118
OneDigital Investment Advisors
Kansas
– -$322K -1,250 Closed
DWT
1119
Dorsey & Whitney Trust
South Dakota
– -$320K -1,244 Closed
MCP
1120
Mirador Capital Partners
California
– -$314K -1,221 Closed
WKWM
1121
Walter & Keenan Wealth Management
Indiana
– -$314K -1,218 Closed
PFG
1122
PAX Financial Group
Texas
– -$310K -1,204 Closed
MC
1123
Maverick Capital
Texas
– -$304K -1,182 Closed
FNBOO
1124
First National Bank of Omaha
Nebraska
– -$304K -1,181 Closed
VC
1125
Veracity Capital
Georgia
– -$302K -1,175 Closed
43 44
45
46 47