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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
676
FAS Wealth Partners
Kansas
$302K -$119K -671 -31%
WA
677
Waverly Advisors
Alabama
$299K -$75.7K -427 -23%
WS
678
Wedbush Securities
California
$299K +$257K +1,450 New
FFO
679
Fiduciary Family Office
Florida
$298K +$256K +1,445 New
CWM
680
Cordatus Wealth Management
Pennsylvania
$297K -$185K -1,045 -42%
CWWM
681
Clear Wave Wealth Management
New Jersey
$291K +$250K +1,409 New
NEI
682
Northwest & Ethical Investments
Ontario, Canada
$290K -$322K -1,814 -55%
JWM
683
Jeppson Wealth Management
California
$289K +$248K +1,399 New
CI
684
Cigna Investments
Connecticut
$285K +$245K +1,381 New
AU
685
AlphaGrep UK
$284K +$244K +1,378 New
HCM
686
Hollencrest Capital Management
California
$283K +$709 +4 +0.3%
DAS
687
Dynamic Advisor Solutions
Arizona
$283K +$244K +1,374 New
FFP
688
FourThought Financial Partners
Florida
$282K +$242K +1,366 New
BHC
689
Bull Harbor Capital
Maryland
$277K +$238K +1,343 New
WWM
690
Western Wealth Management
Colorado
$276K +$237K +1,337 New
TPWA
691
Twin Peaks Wealth Advisors
California
$273K +$13.7K +77 +6%
ACA
692
Aptus Capital Advisors
Alabama
$273K +$235K +1,323 New
AFP
693
Ausdal Financial Partners
Iowa
$272K -$158K -891 -40%
SW
694
Simplicity Wealth
New Jersey
$272K +$233K +1,317 New
BIM
695
Barton Investment Management
Pennsylvania
$271K +$233K +1,315 New
LCAM
696
London & Capital Asset Management
United Kingdom
$271K +$233K +1,313 New
OBWA
697
Oak Barrel Wealth Advisory
Virginia
$270K +$232K +1,310 New
RFM
698
Royal Fund Management
Florida
$268K -$5.25M -29,600 -96%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$267K – – –
KAS
700
KPP Advisory Services
Kentucky
$267K -$60.1K -339 -21%
26 27
28
29 30