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TWLO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1001
CVA Family Office
Colorado
– -$127K -323 Closed
TCOV
1002
Trust Company of Vermont
Vermont
– -$118K -300 Closed
LPIC
1003
LeJeune Puetz Investment Counsel
Michigan
– -$102K -260 Closed
WP
1004
WealthShield Partners
North Carolina
– -$76K -192 Closed
JGIA
1005
Jackson Grant Investment Advisers
Connecticut
– -$56K -142 Closed
PA
1006
Perennial Advisors
New York
– -$39K -100 Closed
RDWM
1007
Red Door Wealth Management
Tennessee
– -$34K -88 Closed
EFSCE
1008
Enterprise Financial Services Corp (EFSC)
Missouri
– -$30K -75 Closed
DFCM
1009
Dark Forest Capital Management
Puerto Rico
– -$15K -37 Closed
PGWM
1010
Parisi Gray Wealth Management
New Jersey
– -$13K -33 Closed
WAS
1011
Winch Advisory Services
Wisconsin
– -$13K -32 Closed
BMD
1012
Better Money Decisions
New Mexico
– -$10K -26 Closed
FPW
1013
Flagship Private Wealth
Massachusetts
– -$7K -18 Closed
PWS
1014
Paragon Wealth Strategies
Florida
– -$4K -10 Closed
BBL
1015
Beck Bode LLC
Massachusetts
– -$3K -8 Closed
FFG
1016
Ford Financial Group
California
– -$1K -5 Closed
BC
1017
Bartlett & Co
Ohio
– -$2K -4 Closed
BCWM
1018
Bartlett & Co Wealth Management
Ohio
– -$1.58K -4 Closed
MA
1019
Modus Advisors
Minnesota
– -$1K -2 Closed
DWA
1020
Delos Wealth Advisors
Texas
– +$364 +1 New
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