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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FNFDCM
526
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$512K – – –
WP
527
WealthSource Partners
California
$512K – – –
FIM
528
Freedom Investment Management
Connecticut
$509K +$57.4K +416 +13%
BSWMG
529
Barrington Strategic Wealth Management Group
Illinois
$507K -$5.52K -40 -1%
OSAM
530
O'Shaughnessy Asset Management
Connecticut
$504K +$4.69K +34 +1%
WAM
531
Wealthspire Advisors (Maryland)
Maryland
$500K -$10.6K -77 -2%
B
532
Barings
North Carolina
$489K -$974K -7,060 -67%
AI
533
Atria Investments
North Carolina
$485K +$175K +1,269 +59%
RW
534
REDW Wealth
New Mexico
$480K – – –
RIM
535
Rampart Investment Management
Connecticut
$471K +$21.7K +157 +5%
RFS
536
Rockefeller Financial Services
New York
$470K – – –
GLA
537
Great Lakes Advisors
Illinois
$456K -$2.07K -15 -0.5%
PWAG
538
Polaris Wealth Advisory Group
California
$455K +$442K +3,201 New
IH
539
IFC Holdings
Florida
$453K +$29.3K +212 +7%
SYBT
540
Stock Yards Bank & Trust
Kentucky
$452K -$86.3K -625 -16%
AAM
541
Azzad Asset Management
Virginia
$439K +$58.7K +425 +16%
SBIA
542
Sheaff Brock Investment Advisors
Indiana
$430K – – –
RWA
543
Ropes Wealth Advisors
Massachusetts
$429K -$13.7K -99 -3%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$427K – – –
PA
545
Parallel Advisors
California
$426K -$21.7K -157 -5%
SGCA
546
Steel Grove Capital Advisors
Tennessee
$426K – – –
VIM
547
Veritas Investment Management
United Kingdom
$423K -$361K -2,617 -47%
GT
548
Greenleaf Trust
Michigan
$419K +$183K +1,323 +81%
CCM
549
Cadence Capital Management
Massachusetts
$417K -$3.14M -22,722 -89%
CAN
550
Cetera Advisor Networks
California
$416K +$2.21K +16 +0.5%
20 21
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