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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
726
Granite Investment Partners
California
$274K +$302K +805 New
OFS
727
OneAscent Financial Services
Alabama
$273K +$35.2K +94 +13%
ER
728
Enlightenment Research
Florida
$273K +$300K +800 New
HFM
729
Harvest Fund Management
China
$272K +$39.3K +105 +15%
PIM
730
Parker Investment Management
California
$269K -$30K -80 -9%
LBD
731
Landsberg Bennett & Dubbaneh
Florida
$268K +$285K +761 New
CFD
732
Creative Financial Designs
Indiana
$265K -$61.4K -164 -17%
AA
733
Aufman Associates
Pennsylvania
$264K – – –
NIM
734
Nicollet Investment Management
Minnesota
$264K – – –
QCG
735
Quadrant Capital Group
Ohio
$262K -$27.3K -73 -9%
LWA
736
Lenox Wealth Advisors
New York
$260K +$5.24K +14 +2%
JWCA
737
J.W. Cole Advisors
Florida
$259K +$285K +761 New
LFF
738
Level Four Financial
Texas
$258K -$155K -414 -35%
RIA
739
Realta Investment Advisors
Delaware
$258K +$283K +756 New
FFG
740
Frisch Financial Group
New York
$257K +$15K +40 +6%
ED
741
Exane Derivatives
France
$257K +$136K +362 +93%
SFG
742
SageGuard Financial Group
Tennessee
$256K – – –
KP
743
Keel Point
Alabama
$256K +$28.1K +75 +11%
HPWM
744
Highland Private Wealth Management
Washington
$255K +$281K +750 New
WPP
745
Whalerock Point Partners
Rhode Island
$253K +$28.1K +75 +11%
AII
746
AGF Investments Inc
Ontario, Canada
$252K -$10.4M -27,798 -97%
AO
747
Advisor OS
Illinois
$251K – – –
VFA
748
Valeo Financial Advisors
Indiana
$249K -$146K -391 -35%
CA
749
Calton & Associates
Florida
$248K +$35.6K +95 +15%
GTCM
750
Gyon Technologies Capital Management
New Jersey
$248K +$273K +729 New
28 29
30
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