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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
526
First Bank & Trust
South Dakota
$516K +$14.1K +102 +3%
FNFDCM
527
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$512K – – –
WP
528
WealthSource Partners
California
$512K – – –
FIM
529
Freedom Investment Management
Connecticut
$509K +$57.4K +416 +13%
BSWMG
530
Barrington Strategic Wealth Management Group
Illinois
$507K -$5.52K -40 -1%
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$504K +$4.69K +34 +1%
WAM
532
Wealthspire Advisors (Maryland)
Maryland
$500K -$10.6K -77 -2%
B
533
Barings
North Carolina
$489K -$974K -7,060 -67%
AI
534
Atria Investments
North Carolina
$485K +$175K +1,269 +59%
RW
535
REDW Wealth
New Mexico
$480K – – –
RIM
536
Rampart Investment Management
Connecticut
$471K +$21.7K +157 +5%
RFS
537
Rockefeller Financial Services
New York
$470K – – –
GLA
538
Great Lakes Advisors
Illinois
$456K -$2.07K -15 -0.5%
PWAG
539
Polaris Wealth Advisory Group
California
$455K +$442K +3,201 New
IH
540
IFC Holdings
Florida
$453K +$29.3K +212 +7%
SYBT
541
Stock Yards Bank & Trust
Kentucky
$452K -$86.3K -625 -16%
AAM
542
Azzad Asset Management
Virginia
$439K +$58.7K +425 +16%
SBIA
543
Sheaff Brock Investment Advisors
Indiana
$430K – – –
RWA
544
Ropes Wealth Advisors
Massachusetts
$429K -$13.7K -99 -3%
LOAME
545
Lombard Odier Asset Management (Europe)
United Kingdom
$427K – – –
PA
546
Parallel Advisors
California
$426K -$21.7K -157 -5%
SGCA
547
Steel Grove Capital Advisors
Tennessee
$426K – – –
VIM
548
Veritas Investment Management
United Kingdom
$423K -$361K -2,617 -47%
GT
549
Greenleaf Trust
Michigan
$419K +$183K +1,323 +81%
CCM
550
Cadence Capital Management
Massachusetts
$417K -$3.14M -22,722 -89%
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