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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
501
Optimum Investment Advisors
Illinois
$45.9K +$6.23K +100 +20%
AA
502
Ancora Advisors
Ohio
$45.5K – – –
HWA
503
HHM Wealth Advisors
Tennessee
$45.5K – – –
GRP
504
Global Retirement Partners
California
$44.9K -$21K -337 -35%
TWM
505
Tradition Wealth Management
Minnesota
$42K +$2.74K +44 +9%
MA
506
Montag & Associates
Georgia
$38.2K – – –
CPG
507
Cornerstone Planning Group
New Jersey
$36.1K – – –
AAM
508
Advisors Asset Management
Colorado
$35.4K -$7.98K -128 -22%
BTI
509
Blue Trust Inc
Georgia
$35K +$35.2K +564 +1,567%
CAL
510
Capital Advisors Ltd
Ohio
$33K – – –
CYG
511
Clean Yield Group
Vermont
$30.3K – – –
CLOS
512
Compagnie Lombard Odier SCmA
Switzerland
$30.3K – – –
SS
513
Sunbelt Securities
Texas
$26K -$748 -12 -3%
SPIA
514
Steward Partners Investment Advisory
New York
$25.9K +$2.81K +45 +15%
PS
515
Principal Securities
Iowa
$25.5K +$20.9K +336 New
JPWM
516
Jamison Private Wealth Management
Georgia
$25.3K -$2.49K -40 -11%
CAS
517
Coppell Advisory Solutions
Texas
$24.9K +$20.4K +328 New
WT
518
Whittier Trust
California
$24.1K +$18.7K +300 +1,765%
NRG
519
Nemes Rush Group
Michigan
$23.8K -$2.62K -42 -12%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$23.1K -$2.18K -35 -10%
SFCL
521
Strengthening Families & Communities LLC
Massachusetts
$23K +$18.9K +303 New
PTC
522
Private Trust Company
Ohio
$22.4K – – –
LSA
523
Leonteq Securities AG
Switzerland
$22.2K -$333K -5,345 -95%
BBHC
524
Brown Brothers Harriman & Co
New York
$21.6K -$7.48K -120 -30%
AWM
525
Abound Wealth Management
Tennessee
$20.2K +$873 +14 +6%
19 20
21
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