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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
701
Apollon Wealth Management
South Carolina
$316K -$167K -482 -38%
JWS
702
Juncture Wealth Strategies
Arizona
$315K +$298K +858 New
PG
703
Pendal Group
Australia
$311K -$597K -1,719 -69%
OIA
704
OneDigital Investment Advisors
Kansas
$311K -$19.8K -57 -7%
PIM
705
Parker Investment Management
California
$311K – – –
B
706
Barings
North Carolina
$310K +$273K +787 New
YMRC
707
Yorktown Management & Research Company
Virginia
$307K +$59K +170 +28%
AA
708
Aufman Associates
Pennsylvania
$305K – – –
AFP
709
Ausdal Financial Partners
Iowa
$305K +$39.9K +115 +17%
CFD
710
Creative Financial Designs
Indiana
$304K -$2.43K -7 -0.9%
CG
711
Caprock Group
Idaho
$301K -$58.3K -168 -18%
OSAM
712
O'Shaughnessy Asset Management
Connecticut
$300K +$26.7K +77 +11%
SC
713
Shay Capital
New York
$296K -$476K -1,372 -65%
LWA
714
Lenox Wealth Advisors
New York
$295K -$4.86K -14 -2%
EWA
715
Exencial Wealth Advisors
Oklahoma
$293K -$58K -167 -18%
WPP
716
Whalerock Point Partners
Rhode Island
$293K – – –
TCM
717
Tuttle Capital Management
Connecticut
$292K -$110K -318 -30%
AO
718
Advisor OS
Illinois
$290K – – –
VCA
719
Verdence Capital Advisors
Maryland
$289K +$254K +733 New
NCM
720
Novare Capital Management
North Carolina
$286K +$252K +725 New
MSE
721
MUFG Securities EMEA
United Kingdom
$283K -$1.93M -5,548 -89%
HFM
722
Harvest Fund Management
China
$283K -$22.2K -64 -8%
MCM
723
Mitchell Capital Management
Kansas
$282K – – –
CA
724
Calton & Associates
Florida
$279K -$5.9K -17 -2%
NSIM
725
North Star Investment Management
Illinois
$276K – – –
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