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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
501
Triangle Securities Wealth Management
North Carolina
$588K +$329K +1,808 +103%
IFG
502
Independent Financial Group
California
$584K -$264K -1,449 -29%
SWM
503
Spire Wealth Management
Virginia
$583K -$664K -3,643 -51%
AWA
504
Alta Wealth Advisors
Massachusetts
$575K -$57.8K -317 -8%
CFGS
505
Concourse Financial Group Securities
Alabama
$573K -$289K -1,584 -31%
CIAS
506
Capital Investment Advisory Services
North Carolina
$568K – – –
LAI
507
Legal Advantage Investments
California
$564K +$2.73K +15 +0.4%
CCIA
508
Campbell & Co Investment Adviser
Maryland
$561K +$465K +2,553 +300%
ETC
509
Exchange Traded Concepts
Oklahoma
$557K -$357K -1,960 -37%
KWM
510
Kingsview Wealth Management
Oregon
$555K -$68.7K -377 -10%
AAS
511
Avantax Advisory Services
Texas
$547K +$127K +698 +26%
FIM
512
Fernwood Investment Management
Massachusetts
$546K – – –
ICP
513
Interchange Capital Partners
Pennsylvania
$545K +$192K +1,055 +47%
GKWIM
514
Gerber Kawasaki Wealth & Investment Management
California
$541K -$57.8K -317 -9%
LWAC
515
Laurel Wealth Advisors (California)
California
$537K -$7.65K -42 -1%
CS
516
Comerica Securities
Michigan
$534K +$215K +1,179 +57%
CAM
517
Cresset Asset Management
Illinois
$532K -$299K -1,640 -34%
CB
518
Commerce Bank
Missouri
$529K -$92.2K -506 -14%
HCM
519
Hollencrest Capital Management
California
$524K +$1.09K +6 +0.2%
DU
520
Delphia (USA)
Ontario, Canada
$522K +$225K +1,232 +64%
BIAS
521
Beacon Investment Advisory Services
New Jersey
$506K +$31.5K +173 +6%
PFS
522
Prospera Financial Services
Texas
$506K +$398K +2,185 +246%
RG
523
Rathbones Group
United Kingdom
$503K +$19.1K +105 +4%
BF
524
BOK Financial
Oklahoma
$501K -$796K -4,369 -59%
IAA
525
Independent Advisor Alliance
North Carolina
$498K +$156K +858 +40%
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