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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
501
Financial Gravity Asset Management
Texas
$41K +$39.9K +300 New
LC
502
Lindbrook Capital
California
$40K – – –
VFA
503
Valeo Financial Advisors
Indiana
$38K +$13.6K +102 +57%
RE
504
RBC Europe
United Kingdom
$37.6K +$399 +3 +1%
SIC
505
Salem Investment Counselors
North Carolina
$34K +$33.3K +250 New
SPM
506
Symmetry Peak Management
Pennsylvania
$34K +$33.3K +250 New
C
507
Cerebellum
California
$33K +$32.5K +244 New
HNB
508
Huntington National Bank
Ohio
$32K – – –
CCA
509
Catalyst Capital Advisors
New York
$31K +$7.19K +54 +31%
BDS
510
Banco de Sabadell
Florida
$31K +$30K +225 New
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$30K +$14.1K +106 +95%
MAM
512
Meeder Asset Management
Ohio
$27K -$29.6K -222 -52%
MCM
513
Manchester Capital Management
Vermont
$27K – – –
RWA
514
Ropes Wealth Advisors
Massachusetts
$27K – – –
TL
515
TrueWealth LLC
Georgia
$27K +$26.6K +200 New
IFAM
516
Institutional & Family Asset Management
Colorado
$25K +$3.2K +24 +15%
WB
517
Webster Bank
Connecticut
$24K – – –
GWMIA
518
Global Wealth Management Investment Advisory
Florida
$22K – – –
TCM
519
Tradewinds Capital Management
Washington
$22K +$2.4K +18 +13%
AIM
520
Advantage Investment Management
Iowa
$22K +$21.3K +160 New
HI
521
Hudock Inc
Pennsylvania
$20K – – –
ST
522
Smithfield Trust
Pennsylvania
$18K – – –
CBT
523
Capital Bank & Trust
California
$17K – – –
PCFFS
524
Pacific Center for Financial Services
California
$14K – – –
PFBT
525
Parkside Financial Bank & Trust
Missouri
$14K – – –
19 20
21
22 23