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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
901
Flagship Private Wealth
Massachusetts
$6.27K -$19.1K -51 -74%
BWM
902
Baystate Wealth Management
Massachusetts
$6K – – –
JWA
903
JFS Wealth Advisors
Pennsylvania
$6K – – –
WAS
904
Winch Advisory Services
Wisconsin
$6K – – –
LWANC
905
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K -$1.87K -5 -25%
BWM
906
BerganKDV Wealth Management
Minnesota
$5K – – –
FWM
907
Focused Wealth Management
New York
$5K – – –
AA
908
AlphaMark Advisors
Kentucky
$4K – – –
GI
909
Gradient Investments
Minnesota
$4K – – –
JCM
910
Jacobi Capital Management
Pennsylvania
$4K – – –
PWMG
911
Prestige Wealth Management Group
New Jersey
$4K – – –
MIM
912
Macroview Investment Management
Maryland
$4K +$375 +1 +10%
VNA
913
Valley National Advisers
Pennsylvania
$4K +$749 +2 +20%
DWP
914
Destiny Wealth Partners
Florida
$4K +$4.12K +11 New
AWM
915
Activest Wealth Management
Florida
$4K +$4.87K +13 New
FPS
916
Fieldpoint Private Securities
Connecticut
$4K +$4.87K +13 New
RIM
917
Rockbridge Investment Management
New York
$4K +$4.87K +13 New
T2I
918
Turim 21 Investimentos
Brazil
$4K +$4.87K +13 New
KFS
919
Kelly Financial Services
Massachusetts
$3.07K – – –
AFS
920
Annapolis Financial Services
Maryland
$3K – – –
FHC
921
First Horizon Corporation
Tennessee
$3K – – –
HWM
922
HighMark Wealth Management
Minnesota
$2K -$375 -1 -13%
SBL
923
Sargent Bickham Lagudis
Colorado
$2K – – –
TFA
924
Toth Financial Advisory
Virginia
$2K +$2.62K +7 New
BCWM
925
Bartlett & Co Wealth Management
Ohio
$1.36K – – –
35 36
37
38 39