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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
776
Montag & Associates
Georgia
$105K – – –
ASC
777
Ares Systematic Credit
$104K +$89.5K +505 New
MCM
778
MV Capital Management
Maryland
$104K -$14K -79 -14%
NWMP
779
Noble Wealth Management PBC
Colorado
$100K – – –
CIAM
780
Caitong International Asset Management
Hong Kong
$97.6K +$83.9K +473 New
TWD
781
True Wealth Design
Ohio
$95.1K -$34.9K -197 -30%
CAL
782
Capital Advisors Ltd
Ohio
$91K -$177 -1 -0.2%
GSWM
783
Golden State Wealth Management
California
$90.2K +$69.5K +392 +871%
TFA
784
Transamerica Financial Advisors
Florida
$88.7K +$21.6K +122 +40%
JWA
785
JFS Wealth Advisors
Pennsylvania
$87.5K +$709 +4 +1%
LAM
786
LOM Asset Management
$86.7K – – –
CYG
787
Clean Yield Group
Vermont
$82.5K – – –
SFCL
788
Strengthening Families & Communities LLC
Massachusetts
$81.7K – – –
CFO
789
CVA Family Office
Colorado
$79.2K +$2.31K +13 +4%
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$73.2K -$3.37K -19 -5%
NRG
791
Nemes Rush Group
Michigan
$70.8K +$886 +5 +1%
SIC
792
SJS Investment Consulting
Ohio
$65.2K -$20K -113 -26%
RFG
793
REAP Financial Group
Texas
$63.3K +$355 +2 +0.7%
BC
794
Bayforest Capital
United Kingdom
$62.3K +$22K +124 +70%
DMBA
795
Deseret Mutual Benefit Administrators
Utah
$62.1K -$5.85K -33 -10%
AWM
796
Activest Wealth Management
Florida
$58.6K +$50.3K +284 New
EI
797
EFG International
$54.3K +$7.27K +41 +18%
AWM
798
Abound Wealth Management
Tennessee
$51.6K -$355 -2 -0.8%
ECM
799
Estabrook Capital Management
New York
$51.6K – – –
EP
800
Essential Partners
California
$50.6K -$4.79K -27 -10%
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