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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
701
RMR Wealth Builders
New Jersey
$278K -$20.3K -65 -7%
SWA
702
Stratos Wealth Advisors
Ohio
$277K -$18.7K -60 -7%
STA
703
Summit Trail Advisors
New York
$276K +$255K +816 New
WWM
704
Wolff Wiese Magana
California
$275K +$253K +811 New
SG
705
StoneX Group
New York
$274K +$253K +810 New
CAGAS
706
Capital Advisory Group Advisory Services
Minnesota
$272K +$212K +677 +537%
EWA
707
Exencial Wealth Advisors
Oklahoma
$272K +$251K +804 New
LAI
708
Legal Advantage Investments
California
$271K +$250K +800 New
FFA
709
First Foundation Advisors
California
$268K +$248K +793 New
H
710
HoyleCohen
California
$267K -$16.9K -54 -6%
PFS
711
Prospera Financial Services
Texas
$267K +$171K +547 +228%
AAS
712
Avantax Advisory Services
Texas
$264K -$444K -1,420 -65%
MYAM
713
Meiji Yasuda Asset Management
Japan
$264K +$244K +780 New
AA
714
Aufman Associates
Pennsylvania
$262K +$242K +775 New
NIM
715
Nicollet Investment Management
Minnesota
$262K +$242K +775 New
NL
716
NWAM LLC
Washington
$260K +$240K +767 New
BIAS
717
Beacon Investment Advisory Services
New Jersey
$258K +$238K +763 New
PC
718
Provenire Capital
Minnesota
$257K +$237K +758 New
SFG
719
SageGuard Financial Group
Tennessee
$256K +$235K +753 New
LWA
720
Lenox Wealth Advisors
New York
$254K – – –
HC
721
Henshaw Capital
Massachusetts
$254K +$234K +749 New
22CM
722
20/20 Capital Management
California
$249K +$201K +642 New
AO
723
Advisor OS
Illinois
$249K +$230K +737 New
SIC
724
Samalin Investment Counsel
New York
$245K +$226K +724 New
FFG
725
Frisch Financial Group
New York
$242K +$223K +715 New
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