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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
701
RMR Wealth Builders
New Jersey
$323K -$5.9K -17 -2%
PA
702
Pinnacle Associates
New York
$321K – – –
QCG
703
Quadrant Capital Group
Ohio
$321K +$15.3K +44 +6%
AWM
704
Apollon Wealth Management
South Carolina
$316K -$167K -482 -38%
JWS
705
Juncture Wealth Strategies
Arizona
$315K +$298K +858 New
PG
706
Pendal Group
Australia
$311K -$597K -1,719 -69%
OIA
707
OneDigital Investment Advisors
Kansas
$311K -$19.8K -57 -7%
PIM
708
Parker Investment Management
California
$311K – – –
B
709
Barings
North Carolina
$310K +$273K +787 New
YMRC
710
Yorktown Management & Research Company
Virginia
$307K +$59K +170 +28%
AA
711
Aufman Associates
Pennsylvania
$305K – – –
AFP
712
Ausdal Financial Partners
Iowa
$305K +$39.9K +115 +17%
CFD
713
Creative Financial Designs
Indiana
$304K -$2.43K -7 -0.9%
CG
714
Caprock Group
Idaho
$301K -$58.3K -168 -18%
OSAM
715
O'Shaughnessy Asset Management
Connecticut
$300K +$26.7K +77 +11%
SC
716
Shay Capital
New York
$296K -$476K -1,372 -65%
LWA
717
Lenox Wealth Advisors
New York
$295K -$4.86K -14 -2%
EWA
718
Exencial Wealth Advisors
Oklahoma
$293K -$58K -167 -18%
WPP
719
Whalerock Point Partners
Rhode Island
$293K – – –
TCM
720
Tuttle Capital Management
Connecticut
$292K -$110K -318 -30%
AO
721
Advisor OS
Illinois
$290K – – –
VCA
722
Verdence Capital Advisors
Maryland
$289K +$254K +733 New
NCM
723
Novare Capital Management
North Carolina
$286K +$252K +725 New
MSE
724
MUFG Securities EMEA
United Kingdom
$283K -$1.93M -5,548 -89%
HFM
725
Harvest Fund Management
China
$283K -$22.2K -64 -8%
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