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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
751
Addison Advisors
Vermont
$1.08K – – –
CIAM
752
Caitong International Asset Management
Hong Kong
$1.08K +$1.3K +11 New
WBC
753
West Branch Capital
Massachusetts
$980 – – –
CIA
754
Cape Investment Advisory
Georgia
$979 -$593 -5 -33%
FWA
755
Flagship Wealth Advisors
Massachusetts
$979 – – –
HWM
756
HighMark Wealth Management
Minnesota
$979 – – –
PWA
757
Principia Wealth Advisory
Texas
$920 +$119 +1 +11%
WWM
758
Wolff Wiese Magana
California
$882 – – –
FNWA
759
Financial Network Wealth Advisors
Utah
$881 +$1.07K +9 New
FP
760
Financial Perspectives
Minnesota
$783 -$593 -5 -38%
GFM
761
GF Fund Management
China
$685 +$830 +7 New
SWM
762
Spire Wealth Management
Virginia
$685 +$830 +7 New
PWM
763
Parkworth Wealth Management
California
$587 +$119 +1 +20%
CH
764
Cromwell Holdings
Wyoming
$587 +$711 +6 New
DWM
765
Darwin Wealth Management
Florida
$540 – – –
WW
766
Winnow Wealth
Texas
$511 +$237 +2 +50%
ME
767
McIlrath & Eck
Washington
$490 -$1.19K -10 -67%
HIA
768
HFM Investment Advisors
New Jersey
$490 +$593 +5 New
BHWM
769
Bay Harbor Wealth Management
Maryland
$489 +$593 +5 New
ACA
770
American Capital Advisory
Idaho
$392 +$474 +4 New
HNW
771
High Note Wealth
Minnesota
$196 – – –
HHGA
772
Halbert Hargrove Global Advisors
California
$98 -$6.64K -56 -98%
GWP
773
Gen-Wealth Partners
Michigan
$98 – – –
WCM
774
WealthTrak Capital Management
Virginia
$98 +$119 +1 New
GIM
775
Generation Investment Management
United Kingdom
– -$196M -1,813,499 Closed
29 30
31
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