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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
726
Picton Mahoney Asset Management
Ontario, Canada
$2K -$21.9M -194,404 -100%
VNA
727
Valley National Advisers
Pennsylvania
$2K +$2.25K +20 New
JWM
728
JPL Wealth Management
Colorado
$1.9K +$2.14K +19 New
FWM
729
FSA Wealth Management
Massachusetts
$1.9K – – –
AA
730
Addison Advisors
Vermont
$1.9K +$901 +8 +73%
SAM
731
Strive Asset Management
Ohio
$1.9K +$2.14K +19 New
MAFA
732
MJT & Associates Financial Advisory
Minnesota
$1.7K +$1.91K +17 New
BI
733
Binnacle Investments
Iowa
$1.6K +$338 +3 +23%
BCWM
734
Bartlett & Co Wealth Management
Ohio
$1.5K – – –
BBPWM
735
Blue Bell Private Wealth Management
Pennsylvania
$1.5K – – –
CHC
736
City Holding Co
West Virginia
$1.5K – – –
MLA
737
MB, Levis & Associates
Pennsylvania
$1.5K – – –
TFM
738
TFC Financial Management
Massachusetts
$1.4K – – –
RWM
739
Rialto Wealth Management
New York
$1.3K -$113 -1 -7%
TPCW
740
TD Private Client Wealth
New York
$1.3K -$5.29K -47 -78%
PWA
741
Principia Wealth Advisory
Texas
$1.2K – – –
WBC
742
West Branch Capital
Massachusetts
$1.16K – – –
MG
743
Mather Group
Illinois
$1.15K +$1.35K +12 New
BWL
744
Bogart Wealth LLC
Virginia
$1.1K -$8.11K -72 -87%
BHWM
745
Bay Harbor Wealth Management
Maryland
$1.1K +$113 +1 +10%
CIA
746
Cape Investment Advisory
Georgia
$1K – – –
RA
747
Rise Advisors
New York
$1K – – –
JFGIW
748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.13K +10 New
NWM
749
Navigoe Wealth Management
California
$1K +$1.24K +11 New
HIA
750
HFM Investment Advisors
New Jersey
$901 -$225 -2 -18%
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30
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