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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Cordatus Wealth Management
Pennsylvania
$297K -$185K -1,045 -42%
CWWM
677
Clear Wave Wealth Management
New Jersey
$291K +$250K +1,409 New
NEI
678
Northwest & Ethical Investments
Ontario, Canada
$290K -$322K -1,814 -55%
JWM
679
Jeppson Wealth Management
California
$289K +$248K +1,399 New
CI
680
Cigna Investments
Connecticut
$285K +$245K +1,381 New
AU
681
AlphaGrep UK
$284K +$244K +1,378 New
HCM
682
Hollencrest Capital Management
California
$283K +$709 +4 +0.3%
DAS
683
Dynamic Advisor Solutions
Arizona
$283K +$244K +1,374 New
FFP
684
FourThought Financial Partners
Florida
$282K +$242K +1,366 New
BHC
685
Bull Harbor Capital
Maryland
$277K +$238K +1,343 New
WWM
686
Western Wealth Management
Colorado
$276K +$237K +1,337 New
TPWA
687
Twin Peaks Wealth Advisors
California
$273K +$13.7K +77 +6%
ACA
688
Aptus Capital Advisors
Alabama
$273K +$235K +1,323 New
AFP
689
Ausdal Financial Partners
Iowa
$272K -$158K -891 -40%
SW
690
Simplicity Wealth
New Jersey
$272K +$233K +1,317 New
BIM
691
Barton Investment Management
Pennsylvania
$271K +$233K +1,315 New
LCAM
692
London & Capital Asset Management
United Kingdom
$271K +$233K +1,313 New
OBWA
693
Oak Barrel Wealth Advisory
Virginia
$270K +$232K +1,310 New
RFM
694
Royal Fund Management
Florida
$268K -$5.25M -29,600 -96%
LWCFA
695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$267K – – –
KAS
696
KPP Advisory Services
Kentucky
$267K -$60.1K -339 -21%
5NPW
697
55 North Private Wealth
Florida
$258K +$222K +1,251 New
CFG
698
Carter Financial Group
Illinois
$254K +$218K +1,229 New
NI
699
Natural Investments
California
$253K -$180K -1,018 -45%
CAP
700
Cordoba Advisory Partners
New York
$248K -$201K -1,131 -48%
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