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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
576
Meeder Advisory Services
Ohio
$256K +$74.7K +607 +42%
CPA
577
Capital Performance Advisors
California
$254K +$22.4K +182 +10%
OIA
578
OneDigital Investment Advisors
Kansas
$252K -$138K -1,121 -36%
UWP
579
Uniting Wealth Partners
Kansas
$252K -$246K -2,000 -50%
EPIM
580
Evelyn Partners Investment Management
$252K – – –
FA
581
Fiducient Advisors
Illinois
$247K -$4.43K -36 -2%
JSW
582
Journey Strategic Wealth
New Jersey
$243K +$238K +1,935 New
EI
583
Ellevest Inc
New York
$240K +$15.5K +126 +7%
FFA
584
Founders Financial Alliance
North Carolina
$240K – – –
WRPWM
585
Werba Rubin Papier Wealth Management
California
$240K +$32.7K +266 +16%
SB
586
SIG Brokerage
New York
$238K -$40.1K -326 -15%
WA
587
Waverly Advisors
Alabama
$236K +$1.35K +11 +0.6%
DT
588
DV Trading
Illinois
$236K +$157K +1,276 +213%
RWM
589
Revisor Wealth Management
Ohio
$236K +$24.1K +196 +12%
TAM
590
Titleist Asset Management
Texas
$235K +$7.5K +61 +3%
BP
591
Ballentine Partners
Massachusetts
$234K +$984 +8 +0.4%
SAM
592
SP Asset Management
California
$233K -$1.84K -15 -0.8%
MCM
593
Massar Capital Management
Connecticut
$233K +$227K +1,849 New
EFG
594
Everhart Financial Group
Ohio
$229K +$223K +1,817 New
PS
595
Principal Securities
Iowa
$227K +$19.8K +161 +10%
KWA
596
Kingswood Wealth Advisors
California
$227K -$9.1K -74 -4%
FDS
597
First Dallas Securities
Texas
$226K +$221K +1,800 New
SHFP
598
Second Half Financial Partners
Florida
$224K +$17.2K +140 +9%
DCU
599
Dara Capital US
Florida
$220K +$9.22K +75 +4%
EA
600
Emerald Advisers
Pennsylvania
$219K – – –
22 23
24
25 26