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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
526
Capital Investment Advisory Services
North Carolina
$335K -$70.7K -575 -18%
WHG
527
Westwood Holdings Group
Texas
$335K +$327K +2,661 New
BCI
528
Brinker Capital Investments
Pennsylvania
$334K +$45.5K +370 +16%
PWM
529
Palumbo Wealth Management
New York
$331K +$40.8K +332 +14%
HCC
530
Hirtle Callaghan & Co
Pennsylvania
$326K – – –
CCFM
531
Clear Creek Financial Management
Washington
$326K +$24K +195 +8%
RCA
532
Resonant Capital Advisors
Wisconsin
$319K +$312K +2,538 New
PCM
533
Prelude Capital Management
New York
$318K -$63.6K -517 -17%
UCFA
534
United Capital Financial Advisors
Texas
$315K +$105K +850 +51%
CWM
535
Cordatus Wealth Management
Pennsylvania
$313K +$306K +2,485 New
AAP
536
Arax Advisory Partners
Colorado
$312K +$81.2K +660 +38%
JF
537
Jump Financial
Illinois
$310K +$57.4K +467 +23%
EH
538
Equitable Holdings
New York
$309K +$55.1K +448 +26%
TG
539
TCW Group
California
$303K +$14.4K +117 +5%
VSQM
540
V-Square Quantitative Management
Illinois
$303K -$13.5K -110 -4%
PWA
541
Pitcairn Wealth Advisors
Pennsylvania
$303K +$12.9K +105 +5%
CCC
542
Compass Capital Corp
Massachusetts
$301K +$188K +1,527 New
SCP
543
Sivia Capital Partners
California
$298K +$45.3K +368 +18%
BM
544
Brandywine Managers
Delaware
$297K – – –
DADC
545
D.A. Davidson & Co
Montana
$296K +$3.2K +26 +1%
CIA
546
Cladis Investment Advisory
Montana
$296K – – –
SW
547
SkyOak Wealth
Michigan
$294K – – –
CAP
548
Cordoba Advisory Partners
New York
$293K – – –
CIA
549
Concurrent Investment Advisors
Florida
$292K -$15.3K -124 -5%
IIA
550
Integral Investment Advisors
California
$289K -$67.7K -550 -19%
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