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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$21.8K +$9.55K +145 +68%
GWM
502
Geneos Wealth Management
Colorado
$21.5K +$15.9K +242 +220%
NA
503
NewEdge Advisors
Louisiana
$21.5K -$94K -1,428 -80%
JPWM
504
Jamison Private Wealth Management
Georgia
$20.4K – – –
SFCL
505
Strengthening Families & Communities LLC
Massachusetts
$19K – – –
SS
506
Sunbelt Securities
Texas
$18.5K -$2.7K -41 -12%
TCOV
507
Trust Company of Vermont
Vermont
$18.3K +$19.8K +300 New
BBHC
508
Brown Brothers Harriman & Co
New York
$17.4K – – –
HNB
509
Huntington National Bank
Ohio
$17.4K +$2.5K +38 +15%
IA
510
IFP Advisors
Florida
$17.1K -$27.2K -413 -60%
JWM
511
Janiczek Wealth Management
Colorado
$16.3K – – –
RTC
512
Riverview Trust Company
Washington
$16K +$17.3K +262 New
AWM
513
Abound Wealth Management
Tennessee
$15.4K -$922 -14 -5%
FFWM
514
Future Financial Wealth Management
Ohio
$15.3K +$16.5K +250 New
FDCP
515
Foster Dykema Cabot & Partners
Massachusetts
$14.7K +$14.9K +227 +1,621%
GWSA
516
Global Wealth Strategies & Associates
Colorado
$14.2K – – –
HCM
517
Highlander Capital Management
New Jersey
$13.5K +$14.5K +220 New
CIAS
518
CBIZ Investment Advisory Services
Ohio
$12.8K +$13.8K +210 New
PFBT
519
Parkside Financial Bank & Trust
Missouri
$12.8K -$6.32K -96 -31%
VCM
520
Versant Capital Management
Arizona
$12.7K +$7.18K +109 +110%
GIA
521
GHP Investment Advisors
Colorado
$12.2K -$3.29K -50 -20%
LS
522
Livforsakringsbolaget Skandia
Sweden
$12.2K – – –
SC
523
SouthState Corp
Florida
$11.8K – – –
BLC
524
Brown, Lisle/Cummings
Rhode Island
$10.7K – – –
CFO
525
CVA Family Office
Colorado
$9.36K – – –
19 20
21
22 23