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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
701
Prospera Financial Services
Texas
$312K +$47.9K +128 +16%
CGH
702
Crossmark Global Holdings
Texas
$311K +$18.7K +50 +6%
WAP
703
Wealthcare Advisory Partners
Pennsylvania
$311K +$342K +913 New
EWA
704
Exencial Wealth Advisors
Oklahoma
$310K +$39.7K +106 +13%
MFA
705
Mayflower Financial Advisors
Massachusetts
$309K +$11.2K +30 +3%
FMLI
706
Fukoku Mutual Life Insurance
Japan
$307K – – –
GG
707
Gofen & Glossberg
Illinois
$307K +$112K +300 +50%
NPF
708
Norris Perne & French
Michigan
$305K – – –
OQS
709
Occudo Quantitative Strategies
Florida
$304K +$334K +893 New
PPP
710
Private Portfolio Partners
New Jersey
$301K -$20.6K -55 -6%
WMP
711
Wealth Management Partners
Arizona
$298K +$316K +843 New
SPIA
712
Steward Partners Investment Advisory
New York
$297K +$122K +327 +60%
H
713
HoyleCohen
California
$296K +$29.6K +79 +10%
FM
714
Family Management
New York
$295K +$324K +865 New
SP
715
Successful Portfolios
Florida
$291K – – –
STA
716
Summit Trail Advisors
New York
$290K +$13.5K +36 +4%
BWM
717
Buckley Wealth Management
Nevada
$290K +$56.2K +150 +21%
OIA
718
OneDigital Investment Advisors
Kansas
$288K +$53.2K +142 +20%
QI
719
QS Investors
New York
$287K – – –
SWA
720
Stratos Wealth Advisors
Ohio
$287K +$8.99K +24 +3%
RWB
721
RMR Wealth Builders
New Jersey
$285K +$6.37K +17 +2%
LNC
722
Lincoln National Corp
Pennsylvania
$281K +$309K +826 New
PA
723
Pinnacle Associates
New York
$278K -$343K -917 -53%
MIFH
724
Migdal Insurance & Financial Holdings
Israel
$276K -$306K -818 -50%
WWM
725
Wolff Wiese Magana
California
$275K -$1.12K -3 -0.4%
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