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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFG
826
Sumitomo Mitsui Financial Group
Japan
$30.9K +$26.6K +150 New
OWP
827
ORG Wealth Partners
Texas
$30.9K – – –
RF
828
Roxbury Financial
New Jersey
$30.3K – – –
SWM
829
SHP Wealth Management
Massachusetts
$30.3K -$9.75K -55 -27%
PWMG
830
Private Wealth Management Group
New Jersey
$30.1K -$355 -2 -1%
CPG
831
Cornerstone Planning Group
New Jersey
$29.7K +$15.6K +88 +119%
LFA
832
LGT Financial Advisors
Texas
$28.7K – – –
CA
833
Clearstead Advisors
Ohio
$28.3K +$17.2K +97 +243%
TM
834
Torren Management
California
$28.1K – – –
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$27.9K – – –
RF
836
Rossby Financial
Florida
$26.8K -$28.5K -161 -55%
FFO
837
Fortitude Family Office
Arizona
$26.2K +$532 +3 +2%
MP
838
McDonald Partners
Ohio
$25.8K +$22.2K +125 New
CWM
839
Copia Wealth Management
Oregon
$24.6K – – –
MAM
840
Marquette Asset Management
Minnesota
$23.9K – – –
ST
841
Smithfield Trust
Pennsylvania
$23K – – –
OCWP
842
Owl Creek Wealth Partners
Colorado
$22.7K +$886 +5 +5%
KA
843
Kozak & Associates
Colorado
$20.9K – – –
GCM
844
Glynn Capital Management
California
$20.8K -$177 -1 -1%
BBHC
845
Brown Brothers Harriman & Co
New York
$20.6K – – –
HIA
846
Harbor Investment Advisory
Maryland
$20.6K – – –
MCI
847
MRP Capital Investments
Georgia
$20.6K +$17.7K +100 New
DJSG
848
D.J. St. Germain
Massachusetts
$20K – – –
PWPS
849
Pinnacle Wealth Planning Services
Ohio
$20K +$3.01K +17 +21%
1CP
850
1015 Capital Partners
Pennsylvania
$19.8K -$3.72K -21 -18%
32 33
34
35 36