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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
526
Sowell Financial Services
Arkansas
$519K +$2.33K +18 +0.5%
CANY
527
Caxton Associates (New York)
New York
$518K -$130K -1,000 -20%
CFG
528
Citizens Financial Group
Rhode Island
$518K – – –
GI
529
Gradient Investments
Minnesota
$514K +$389 +3 +0.1%
SYBT
530
Stock Yards Bank & Trust
Kentucky
$506K – – –
PAG
531
Private Advisor Group
New Jersey
$504K -$2.98K -23 -0.6%
SLG
532
Stanley-Laman Group
Pennsylvania
$501K +$45.8K +353 +10%
BDF
533
Balasa Dinverno & Foltz
$493K +$132K +1,019 +38%
RCAMU
534
Rothschild & Co Asset Management US
Connecticut
$482K -$42.8K -330 -8%
BSWMG
535
Barrington Strategic Wealth Management Group
Illinois
$479K -$10.4K -80 -2%
FNFDCM
536
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$478K – – –
WP
537
WealthSource Partners
California
$478K – – –
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$477K +$35.1K +271 +8%
FBT
539
First Bank & Trust
South Dakota
$469K +$458K +3,531 New
UFF
540
USA Financial Formulas
Michigan
$468K +$457K +3,527 New
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$466K +$455K +3,512 New
HC
542
Henshaw Capital
Massachusetts
$460K – – –
GCA
543
Gideon Capital Advisors
New York
$448K -$501K -3,860 -53%
RW
544
REDW Wealth
New Mexico
$448K – – –
BFM
545
Boothbay Fund Management
New York
$447K -$836K -6,449 -66%
RFS
546
Rockefeller Financial Services
New York
$439K – – –
GLA
547
Great Lakes Advisors
Illinois
$428K +$418K +3,222 New
FIM
548
Freedom Investment Management
Connecticut
$420K +$21.9K +169 +6%
RIM
549
Rampart Investment Management
Connecticut
$419K +$322K +2,482 +369%
RWA
550
Ropes Wealth Advisors
Massachusetts
$414K – – –
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