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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
576
UMB Bank
Missouri
$258K -$42.9K -349 -15%
MWM
577
Mindset Wealth Management
Indiana
$257K -$11.1K -90 -4%
MAS
578
Meeder Advisory Services
Ohio
$256K +$74.7K +607 +42%
CPA
579
Capital Performance Advisors
California
$254K +$22.4K +182 +10%
OIA
580
OneDigital Investment Advisors
Kansas
$252K -$138K -1,121 -36%
UWP
581
Uniting Wealth Partners
Kansas
$252K -$246K -2,000 -50%
EPIM
582
Evelyn Partners Investment Management
$252K – – –
AR
583
Altar Rock
New York
$248K +$243K +1,974 New
FA
584
Fiducient Advisors
Illinois
$247K -$4.43K -36 -2%
JSW
585
Journey Strategic Wealth
New Jersey
$243K +$238K +1,935 New
EI
586
Ellevest Inc
New York
$240K +$15.5K +126 +7%
FFA
587
Founders Financial Alliance
North Carolina
$240K – – –
WRPWM
588
Werba Rubin Papier Wealth Management
California
$240K +$32.7K +266 +16%
SB
589
SIG Brokerage
New York
$238K -$40.1K -326 -15%
WA
590
Waverly Advisors
Alabama
$236K +$1.35K +11 +0.6%
DT
591
DV Trading
Illinois
$236K +$157K +1,276 +213%
RWM
592
Revisor Wealth Management
Ohio
$236K +$24.1K +196 +12%
TAM
593
Titleist Asset Management
Texas
$235K +$7.5K +61 +3%
BP
594
Ballentine Partners
Massachusetts
$234K +$984 +8 +0.4%
SAM
595
SP Asset Management
California
$233K -$1.84K -15 -0.8%
MCM
596
Massar Capital Management
Connecticut
$233K +$227K +1,849 New
EFG
597
Everhart Financial Group
Ohio
$229K +$223K +1,817 New
PS
598
Principal Securities
Iowa
$227K +$19.8K +161 +10%
KWA
599
Kingswood Wealth Advisors
California
$227K -$9.1K -74 -4%
FDS
600
First Dallas Securities
Texas
$226K +$221K +1,800 New
22 23
24
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