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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
776
Evergreen Capital Management
Washington
$213K +$188K +541 New
SFP
777
Sandbox Financial Partners
Maryland
$211K +$186K +536 New
CCA
778
Cobblestone Capital Advisors
New York
$210K +$185K +532 New
CAM
779
Concorde Asset Management
Michigan
$210K +$185K +533 New
GT
780
Greenleaf Trust
Michigan
$210K +$185K +533 New
GT
781
Glenview Trust
Kentucky
$210K +$185K +534 New
FRA
782
Frank Rimerman Advisors
California
$209K +$184K +531 New
GT
783
Glenmede Trust
Pennsylvania
$205K -$296K -854 -62%
IA
784
IFP Advisors
Florida
$203K -$181K -521 -51%
MWM
785
Mission Wealth Management
California
$203K +$178K +514 New
EN1L
786
Engine No 1 LLC
California
$203K +$179K +515 New
FCI
787
Financial Counselors Inc
Kansas
$203K +$179K +515 New
PCM
788
Penserra Capital Management
California
$202K +$60.8K +175 +52%
NL
789
NWAM LLC
Washington
$202K +$178K +513 New
SPIA
790
Steward Partners Investment Advisory
New York
$198K -$128K -370 -42%
GRP
791
Global Retirement Partners
California
$180K -$11.8K -34 -7%
MCM
792
Manchester Capital Management
Vermont
$179K – – –
RFA
793
Reilly Financial Advisors
California
$177K +$15.6K +45 +11%
AAP
794
Arax Advisory Partners
Colorado
$170K +$150K +432 New
SC
795
Saban Cheryl
$166K +$95.5K +275 +190%
PCG
796
Private Capital Group
Connecticut
$158K +$4.86K +14 +4%
EWM
797
Elmwood Wealth Management
California
$148K – – –
FHA
798
First Horizon Advisors
Tennessee
$148K +$99.6K +287 +312%
RE
799
RBC Europe
United Kingdom
$146K +$2.43K +7 +2%
CWP
800
Concord Wealth Partners
Virginia
$138K -$10.4K -30 -8%
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