| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value Change $ | Value $ | * Price $ | Shares | Principal |
|---|
| Name | Title | City, State | Date |
|---|---|---|---|
| Iryna Northrip | Director, Regulatory Counsel | Overland Park, Kansas | 14 Feb 2021 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AdvicePeriod, LLC | Los Angeles, CA | 028-18755 | |
| Mariner Platform Solutions, LLC | Overland Park, KS | 028-21357 |
| Num | Name | Location | File Number |
|---|---|---|---|
| 2 | Mariner Platform Solutions, LLC | Overland Park, KS | 028-21357 |
| 3 | AdvicePeriod, LLC | Los Angeles, CA | 028-18755 |