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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
576
WBH Advisory
Maryland
$252K – – –
CONA
577
Capital One National Association
New York
$251K +$245K +2,191 New
IIC
578
Integrated Investment Consultants
Michigan
$250K – – –
DIA
579
Denver Investment Advisors
Colorado
$246K – – –
DA
580
DSC Advisors
Illinois
$246K +$8.85K +79 +4%
KFS
581
Kurt F. Somerville
$244K – – –
ARMT
582
Amica Retiree Medical Trust
Rhode Island
$231K – – –
QAM
583
Quantres Asset Management
Cayman Islands
$229K +$11.2K +100 +5%
OC
584
Oakworth Capital
Alabama
$228K – – –
CG
585
Caprock Group
Idaho
$226K -$168K -1,499 -43%
GG
586
Gofen & Glossberg
Illinois
$225K – – –
ESBC
587
E.S. Barr & Co
Kentucky
$223K – – –
HCM
588
Harvest Capital Management
New Hampshire
$223K – – –
CWM
589
Concert Wealth Management
California
$219K -$7.5K -67 -3%
CCFCSB
590
Cape Cod Five Cents Savings Bank
Massachusetts
$217K – – –
BWP
591
Baldwin Wealth Partners
Massachusetts
$215K – – –
MCM
592
MV Capital Management
Maryland
$211K -$25.1K -224 -11%
SHGA
593
Sand Hill Global Advisors
California
$209K -$275K -2,458 -57%
FMLI
594
Fukoku Mutual Life Insurance
Japan
$206K – – –
SS
595
Simplicity Solutions
Minnesota
$202K -$46.5K -415 -19%
IA
596
IFP Advisors
Florida
$191K +$45.3K +405 +32%
NFG
597
Next Financial Group
Texas
$189K -$15.1K -135 -8%
TG
598
TLP Group
Illinois
$187K +$55.5K +496 +44%
PCM
599
Penserra Capital Management
California
$185K +$27.4K +245 +18%
EWM
600
Evercore Wealth Management
New York
$162K -$11.5K -103 -7%
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