Institutional Owners for DOCU
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SALEM INVESTMENT COUNSELORS INC | COM | 1601 | $7,027 | 118 | 0.00 | 0.00 | -75 | -38.86 | 03-31-2024 |
| VALLEY NATIONAL ADVISERS INC | COM | 1602 | $7,000 | 118 | 0.00 | 0.00 | 20 | 20.41 | 03-31-2024 |
| RICHARD W PAUL & ASSOCIATES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SYSTM WEALTH SOLUTIONS LLC | COM | 1604 | $6,730 | 113 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
