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Expensify

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
– -$5K -575 Closed
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
– -$3.97K -450 Closed
MCC
103
Money Concepts Capital
Florida
– -$1.1K -125 Closed
NA
104
NewEdge Advisors
Louisiana
– -$44 -5 Closed
Fidelity Investments
105
Fidelity Investments
Massachusetts
– -$34 -4 Closed