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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
ER
726
Enlightenment Research
Florida
$273K +$300K +800 New
HFM
727
Harvest Fund Management
China
$272K +$39.3K +105 +15%
PIM
728
Parker Investment Management
California
$269K -$30K -80 -9%
LBD
729
Landsberg Bennett & Dubbaneh
Florida
$268K +$285K +761 New
CFD
730
Creative Financial Designs
Indiana
$265K -$61.4K -164 -17%
AA
731
Aufman Associates
Pennsylvania
$264K – – –
NIM
732
Nicollet Investment Management
Minnesota
$264K – – –
QCG
733
Quadrant Capital Group
Ohio
$262K -$27.3K -73 -9%
LWA
734
Lenox Wealth Advisors
New York
$260K +$5.24K +14 +2%
JWCA
735
J.W. Cole Advisors
Florida
$259K +$285K +761 New
LFF
736
Level Four Financial
Texas
$258K -$155K -414 -35%
RIA
737
Realta Investment Advisors
Delaware
$258K +$283K +756 New
FFG
738
Frisch Financial Group
New York
$257K +$15K +40 +6%
ED
739
Exane Derivatives
France
$257K +$136K +362 +93%
SFG
740
SageGuard Financial Group
Tennessee
$256K – – –
KP
741
Keel Point
Alabama
$256K +$28.1K +75 +11%
HPWM
742
Highland Private Wealth Management
Washington
$255K +$281K +750 New
WPP
743
Whalerock Point Partners
Rhode Island
$253K +$28.1K +75 +11%
AII
744
AGF Investments Inc
Ontario, Canada
$252K -$10.4M -27,798 -97%
AO
745
Advisor OS
Illinois
$251K – – –
VFA
746
Valeo Financial Advisors
Indiana
$249K -$146K -391 -35%
CA
747
Calton & Associates
Florida
$248K +$35.6K +95 +15%
GTCM
748
Gyon Technologies Capital Management
New Jersey
$248K +$273K +729 New
FNBOO
749
First National Bank of Omaha
Nebraska
$247K -$82.8K -221 -23%
BAM
750
Belpointe Asset Management
Nevada
$245K +$28.5K +76 +12%
28 29
30
31 32