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Intapp
INTA

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
201
SBI Securities
Japan
$7.53K +$1.04K +35 +14%
EP
202
Essential Partners
California
$7.48K -$7.51K -252 -46%
EB
203
Eastern Bank
Massachusetts
$5.6K – – –
MAM
204
Marquette Asset Management
Minnesota
$5.24K +$4.14K +139 +214%
TFA
205
Toth Financial Advisory
Virginia
$5.14K – – –
HHCP
206
Hilton Head Capital Partners
South Carolina
$5.01K – – –
PWMG
207
Private Wealth Management Group
New Jersey
$4.55K +$5.28K +177 New
SAM
208
Smartleaf Asset Management
Massachusetts
$4.42K +$388 +13 +8%
MCM
209
MAI Capital Management
Ohio
$4.19K +$4.77K +160 +5,333%
BIA
210
Bell Investment Advisors
California
$4.08K +$4.29K +144 +960%
BFS
211
Bare Financial Services
Pennsylvania
$3.16K +$1.91K +64 +108%
NSIM
212
North Star Investment Management
Illinois
$3.11K +$3.61K +121 New
UB
213
UMB Bank
Missouri
$3.08K +$3.58K +120 New
AW
214
Avion Wealth
Texas
$3K +$3.46K +116 +967%
ACM
215
Aster Capital Management
United Arab Emirates
$2.8K +$1.43K +48 New
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.67K -$28.3K -950 -90%
PWA
217
Physician Wealth Advisors
Utah
$2.42K +$2.8K +94 New
IA
218
IFP Advisors
Florida
$2.36K -$7.84K -263 -74%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$2.24K +$1.28K +43 +98%
PWPS
220
Pinnacle Wealth Planning Services
Ohio
$2.03K – – –
SFG
221
Strive Financial Group
Indiana
$2K -$15.6K -524 -85%
KG
222
Kilter Group
New York
$1.85K +$2.15K +72 New
HI
223
Harbour Investments
Wisconsin
$1.8K – – –
ZBNA
224
Zions Bancorporation, National Association
Utah
$1.8K +$1.37K +46 +192%
ASN
225
Advisory Services Network
Georgia
$1.31K +$1.52K +51 New
7 8
9
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