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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Stratos Wealth Advisors
Ohio
$277K -$18.7K -60 -7%
STA
702
Summit Trail Advisors
New York
$276K +$255K +816 New
WWM
703
Wolff Wiese Magana
California
$275K +$253K +811 New
SG
704
StoneX Group
New York
$274K +$253K +810 New
CAGAS
705
Capital Advisory Group Advisory Services
Minnesota
$272K +$212K +677 +537%
EWA
706
Exencial Wealth Advisors
Oklahoma
$272K +$251K +804 New
LAI
707
Legal Advantage Investments
California
$271K +$250K +800 New
FFA
708
First Foundation Advisors
California
$268K +$248K +793 New
H
709
HoyleCohen
California
$267K -$16.9K -54 -6%
PFS
710
Prospera Financial Services
Texas
$267K +$171K +547 +228%
AAS
711
Avantax Advisory Services
Texas
$264K -$444K -1,420 -65%
MYAM
712
Meiji Yasuda Asset Management
Japan
$264K +$244K +780 New
AA
713
Aufman Associates
Pennsylvania
$262K +$242K +775 New
NIM
714
Nicollet Investment Management
Minnesota
$262K +$242K +775 New
NL
715
NWAM LLC
Washington
$260K +$240K +767 New
BIAS
716
Beacon Investment Advisory Services
New Jersey
$258K +$238K +763 New
PC
717
Provenire Capital
Minnesota
$257K +$237K +758 New
SFG
718
SageGuard Financial Group
Tennessee
$256K +$235K +753 New
LWA
719
Lenox Wealth Advisors
New York
$254K – – –
HC
720
Henshaw Capital
Massachusetts
$254K +$234K +749 New
22CM
721
20/20 Capital Management
California
$249K +$201K +642 New
AO
722
Advisor OS
Illinois
$249K +$230K +737 New
SIC
723
Samalin Investment Counsel
New York
$245K +$226K +724 New
FFG
724
Frisch Financial Group
New York
$242K +$223K +715 New
OFS
725
OneAscent Financial Services
Alabama
$239K -$353K -1,129 -61%
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