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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
851
Xcel Wealth Management
Florida
– -$277K -2,226 Closed
VSQM
852
V-Square Quantitative Management
Illinois
– -$271K -2,179 Closed
TCM
853
Triumph Capital Management
Colorado
– -$271K -2,176 Closed
AWA
854
Arete Wealth Advisors
Illinois
– -$270K -2,171 Closed
MCM
855
Massar Capital Management
Connecticut
– -$261K -2,098 Closed
APW
856
Austin Private Wealth
Texas
– -$259K -2,085 Closed
WWM
857
Whalen Wealth Management
Nevada
– -$258K -2,072 Closed
TAM
858
Tocqueville Asset Management
New York
– -$246K -1,975 Closed
FFA
859
Founders Financial Alliance
North Carolina
– -$244K -1,962 Closed
CCFM
860
Clear Creek Financial Management
Washington
– -$242K -1,945 Closed
PCS
861
Personal CFO Solutions
New Jersey
– -$241K -1,939 Closed
WA
862
Waverly Advisors
Alabama
– -$239K -1,925 Closed
FPAS
863
Focus Partners Advisor Solutions
Missouri
– -$238K -1,918 Closed
ML
864
McAdam LLC
Pennsylvania
– -$238K -1,914 Closed
BRG
865
Bay Rivers Group
Virginia
– -$237K -1,908 Closed
HAS
866
HBW Advisory Services
California
– -$236K -1,897 Closed
AWM
867
Accurate Wealth Management
Florida
– -$223K -1,896 Closed
OL
868
Optas LLC
Texas
– -$236K -1,894 Closed
GCP
869
GSA Capital Partners
United Kingdom
– -$232K -1,867 Closed
EH
870
Equitable Holdings
New York
– -$232K -1,866 Closed
SAM
871
SP Asset Management
California
– -$232K -1,865 Closed
FGG
872
Financial Guidance Group
Florida
– -$227K -1,826 Closed
VAS
873
Vestmark Advisory Solutions
Massachusetts
– -$226K -1,817 Closed
WAP
874
Wealthcare Advisory Partners
Pennsylvania
– -$225K -1,813 Closed
CIA
875
Concurrent Investment Advisors
Florida
– -$224K -1,804 Closed
33 34
35
36 37