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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
726
Private Capital Group
Connecticut
$69K +$1.64K +9 +2%
CFD
727
Creative Financial Designs
Indiana
$67K – – –
HIA
728
Harbor Investment Advisory
Maryland
$65K -$25.9K -142 -26%
GRP
729
Global Retirement Partners
California
$63K +$124K +679 New
MA
730
Montag & Associates
Georgia
$62K +$3.1K +17 +5%
UB
731
UMB Bank
Missouri
$60K -$23K -126 -26%
KTC
732
Kistler-Tiffany Companies
Pennsylvania
$60K +$911 +5 +1%
BEI
733
Benjamin Edwards Inc
Missouri
$60K +$29.9K +164 +81%
GIA
734
GHP Investment Advisors
Colorado
$56K +$61.4K +337 New
JAM
735
JCIC Asset Management
Ontario, Canada
$54K -$2.24M -12,277 -97%
BBHC
736
Brown Brothers Harriman & Co
New York
$54K – – –
SCA
737
Sandy Cove Advisors
Massachusetts
$53K -$364 -2 -0.6%
FWM
738
Focused Wealth Management
New York
$53K +$1.82K +10 +3%
KFS
739
Kelly Financial Services
Massachusetts
$51.6K +$19.5K +107 +52%
OIA
740
Optimum Investment Advisors
Illinois
$49K – – –
ISL
741
Ingalls & Snyder LLC
New York
$44K -$1.82K -10 -4%
TFGT
742
TS Financial Group (TSFG)
Illinois
$42K -$5.65K -31 -11%
FFWM
743
Future Financial Wealth Management
Ohio
$41K – – –
TWM
744
Tradition Wealth Management
Minnesota
$41K +$13.7K +75 +43%
BONH
745
Bank of New Hampshire
New Hampshire
$41K +$45.6K +250 New
HI
746
Hudock Inc
Pennsylvania
$38K – – –
FHA
747
First Horizon Advisors
Tennessee
$37K -$106K -580 -72%
CT
748
Cambridge Trust
Massachusetts
$37K – – –
JWM
749
Janiczek Wealth Management
Colorado
$36K +$21.1K +116 +114%
OCM
750
Orion Capital Management
California
$35K – – –
28 29
30
31 32