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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
651
Balentine LLC
Georgia
$9K +$6.42K +40 New
LWM
652
Liberty Wealth Management
California
$9K +$6.9K +43 New
WAS
653
Winch Advisory Services
Wisconsin
$8K +$5.78K +36 New
FWM
654
Filbrandt Wealth Management
Wisconsin
$7K -$1.61K -10 -25%
ME
655
McIlrath & Eck
Washington
$7K +$4.98K +31 New
ZB
656
Zions Bancorporation
Utah
$6K +$2.89K +18 +164%
TPCW
657
TD Private Client Wealth
New York
$5.27K +$803 +5 +26%
JCM
658
Jacobi Capital Management
Pennsylvania
$5K – – –
PMFA
659
Plante Moran Financial Advisors
Michigan
$5K – – –
SCA
660
Stonebridge Capital Advisors
Minnesota
$5K – – –
LWANC
661
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K -$3.21K -20 -50%
CA
662
Centerpoint Advisors
Massachusetts
$4K -$1.61K -10 -33%
JWA
663
JFS Wealth Advisors
Pennsylvania
$4K – – –
SIC
664
Salem Investment Counselors
North Carolina
$3K -$78.2K -487 -97%
BWM
665
BerganKDV Wealth Management
Minnesota
$3K +$2.25K +14 New
TPWA
666
TRUE Private Wealth Advisors
Oregon
$3K +$2.41K +15 New
BBHC
667
Brown Brothers Harriman & Co
New York
$2K -$642 -4 -29%
VNA
668
Valley National Advisers
Pennsylvania
$2K – – –
KTC
669
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.12K +7 New
GI
670
Gradient Investments
Minnesota
$2K +$1.61K +10 +1,000%
MIM
671
Macroview Investment Management
Maryland
$2K +$1.77K +11 New
SBL
672
Sargent Bickham Lagudis
Colorado
$1K -$3.05K -19 -79%
PA
673
Procyon Advisors
Connecticut
$1K – – –
RIM
674
Rockbridge Investment Management
New York
$1K +$963 +6 New
TI
675
tru Independence
Oregon
$10 +$5.78K +36 +360%
25 26
27
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