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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
651
Montag & Associates
Georgia
$63.8K – – –
NWMP
652
Noble Wealth Management PBC
Colorado
$61K – – –
CAL
653
Capital Advisors Ltd
Ohio
$56K +$984 +8 +2%
SIC
654
SJS Investment Consulting
Ohio
$54K +$11.4K +93 +28%
JWA
655
JFS Wealth Advisors
Pennsylvania
$52.8K – – –
LAM
656
LOM Asset Management
$52.8K – – –
CA
657
CoreCap Advisors
Michigan
$52.3K -$27.6K -224 -35%
CYG
658
Clean Yield Group
Vermont
$50.3K – – –
SFCL
659
Strengthening Families & Communities LLC
Massachusetts
$49.8K -$228K -1,850 -82%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$49.7K +$6.15K +50 +14%
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$47.1K +$8.73K +71 +23%
CFO
662
CVA Family Office
Colorado
$46.7K +$25.1K +204 +122%
TFIPS
663
Towarzystwo Funduszy Inwestycyjnych PZU SA
$44K – – –
NRG
664
Nemes Rush Group
Michigan
$42.5K -$492 -4 -1%
FHC
665
First Horizon Corporation
Tennessee
$42.1K +$123 +1 +0.3%
DMBA
666
Deseret Mutual Benefit Administrators
Utah
$42K +$19.1K +155 +87%
TFA
667
Transamerica Financial Advisors
Florida
$38.8K +$19.7K +160 +108%
RFG
668
REAP Financial Group
Texas
$38.4K +$738 +6 +2%
RF
669
Rossby Financial
Florida
$38K +$33.6K +273 +1,517%
AUB
670
Atlantic Union Bankshares
Virginia
$36.2K -$1.35K -11 -4%
EP
671
Essential Partners
California
$34.2K – – –
PPC
672
Park Place Capital
Alabama
$34.2K – – –
IWS
673
Intentional Wealth Strategies
Colorado
$33.6K +$32.8K +267 New
GSEP
674
Golden State Equity Partners
California
$32.6K +$31.9K +259 New
AWM
675
Abound Wealth Management
Tennessee
$31.7K – – –
25 26
27
28 29