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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
676
Juncture Wealth Strategies
Arizona
$337K +$66.1K +221 +21%
MOACM
677
Mutual of America Capital Management
New York
$333K -$151K -505 -29%
OPS
678
Orion Portfolio Solutions
Nebraska
$333K +$378K +1,265 New
PCIA
679
Prime Capital Investment Advisors
Kansas
$328K +$101K +337 +37%
FPAS
680
Focus Partners Advisor Solutions
Missouri
$325K +$369K +1,233 New
RHBC
681
R.H. Bluestein & Co
Michigan
$324K -$59.8K -200 -14%
CI
682
Cigna Investments
Connecticut
$324K +$7.78K +26 +2%
FFM
683
Forum Financial Management
Illinois
$320K +$364K +1,216 New
ST
684
Sentinel Trust
Texas
$319K +$363K +1,213 New
SW
685
SteelPeak Wealth
California
$318K -$396K -1,324 -52%
CNC
686
Canandaigua National Corp
New York
$316K – – –
FCH
687
Freestone Capital Holdings
Washington
$316K +$168K +562 +88%
HH
688
Hilltop Holdings
Texas
$312K +$354K +1,183 New
FMLI
689
Fukoku Mutual Life Insurance
Japan
$311K +$12K +40 +4%
FRM
690
Fox Run Management
Connecticut
$308K +$350K +1,170 New
EN1L
691
Engine No 1 LLC
California
$304K +$79.9K +267 +30%
MCC
692
Money Concepts Capital
Florida
$304K +$345K +1,153 New
MMPW
693
Mitchell McLeod Pugh & Williams
Alabama
$301K – – –
CBA
694
Coastal Bridge Advisors
Connecticut
$301K +$299K +1,000 New
MAC
695
Mason & Associates (California)
California
$300K +$341K +1,141 New
DWM
696
Dakota Wealth Management
Florida
$292K +$23K +77 +7%
PA
697
Pinnacle Associates
New York
$291K +$86.1K +288 +35%
LFM
698
LGT Fund Management
Liechtenstein
$290K +$329K +1,100 New
OPW
699
Oxler Private Wealth
New York
$289K – – –
OSAM
700
O'Shaughnessy Asset Management
Connecticut
$289K +$84.6K +283 +35%
26 27
28
29 30