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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$248K – – –
SB
527
SIG Brokerage
New York
$246K +$298K +2,511 New
SMH
528
Sanders Morris Harris
Texas
$245K – – –
VAM
529
Valliance Asset Management
Hong Kong
$245K +$296K +2,500 New
LA
530
LVW Advisors
New York
$243K +$294K +2,478 New
KWM
531
Kingsview Wealth Management
Oregon
$237K -$22.6K -191 -7%
OPWM
532
Oxinas Partners Wealth Management
Indiana
$237K +$287K +2,420 New
SFC
533
SYM Financial Corp
Indiana
$236K +$2.02K +17 +0.7%
XWM
534
Xcel Wealth Management
Florida
$233K – – –
CIM
535
Cambria Investment Management
California
$232K +$281K +2,372 New
BM
536
Brandywine Managers
Delaware
$231K – – –
BPAMU
537
BTG Pactual Asset Management US
New York
$229K +$277K +2,338 New
SW
538
SkyOak Wealth
Michigan
$228K -$71.1K -600 -20%
AWA
539
Arete Wealth Advisors
Illinois
$227K +$2.61K +22 +1%
WPC
540
Wedmont Private Capital
Pennsylvania
$226K +$309K +2,606 New
ACA
541
Affinity Capital Advisors
California
$225K +$356 +3 +0.1%
EI
542
Ellevest Inc
New York
$225K +$272K +2,295 New
SC
543
Savant Capital
Illinois
$225K -$3.01M -25,414 -92%
IAS
544
Insigneo Advisory Services
Florida
$224K +$271K +2,283 New
SFCL
545
Strengthening Families & Communities LLC
Massachusetts
$223K +$14.8K +125 +6%
NI
546
Natural Investments
California
$223K +$1.9K +16 +0.7%
VSQM
547
V-Square Quantitative Management
Illinois
$222K +$34.1K +288 +15%
CPA
548
Cardiff Park Advisors
California
$222K -$2.25K -19 -0.8%
TBT
549
Texas Bank & Trust
Texas
$220K – – –
FAM
550
Fred Alger Management
New York
$217K +$263K +2,217 New
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