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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
726
Strategic Wealth Partners
Ohio
$32K – – –
CLOS
727
Compagnie Lombard Odier SCmA
Switzerland
$31.3K – – –
OCM
728
Osbon Capital Management
Massachusetts
$30K +$26.1K +211 New
FWA
729
Flagship Wealth Advisors
Massachusetts
$29.9K – – –
ACM
730
Aster Capital Management
United Arab Emirates
$29.4K +$25.6K +207 New
ZBNA
731
Zions Bancorporation, National Association
Utah
$28.9K +$25.1K +203 New
BOJHT
732
Bank of Jackson Hole Trust
Wyoming
$28.4K – – –
BLC
733
Brown, Lisle/Cummings
Rhode Island
$27.2K – – –
TCM
734
Triumph Capital Management
Colorado
$27K +$23.5K +190 New
SWM
735
SHP Wealth Management
Massachusetts
$25.8K +$22.5K +182 New
RCM
736
Raleigh Capital Management
North Carolina
$25.6K +$22.3K +180 New
PWAM
737
Private Wealth Asset Management
Iowa
$25.5K – – –
DMBA
738
Deseret Mutual Benefit Administrators
Utah
$25.5K +$5.08K +41 +30%
AAM
739
Advisors Asset Management
Colorado
$25.3K -$6.57K -53 -23%
A
740
Allianz
Germany
$24.6K -$6.44K -52 -23%
CFO
741
CVA Family Office
Colorado
$23.8K – – –
CFS
742
Compass Financial Services
Iowa
$22.8K – – –
PTC
743
Private Trust Company
Ohio
$22.8K +$4.96K +40 +33%
TM
744
Torren Management
California
$21.8K +$19K +153 New
BIA
745
Bell Investment Advisors
California
$21.5K +$5.7K +46 +44%
GWSA
746
Global Wealth Strategies & Associates
Colorado
$21.3K – – –
OWP
747
ORG Wealth Partners
Texas
$21.3K – – –
PWMG
748
Private Wealth Management Group
New Jersey
$21.1K – – –
TFA
749
Transamerica Financial Advisors
Florida
$21.1K +$14.6K +118 +393%
RF
750
Roxbury Financial
New Jersey
$20.9K – – –
28 29
30
31 32