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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
651
Peak Asset Management
Colorado
$209K +$202K +1,325 New
IFWM
652
Institute for Wealth Management
Colorado
$207K +$199K +1,306 New
GWM
653
Geneos Wealth Management
Colorado
$206K
TH
654
TCTC Holdings
Texas
$205K -$61K -400 -24%
TA
655
Trellis Advisors
Washington
$201K +$194K +1,276 New
LSAG
656
Lake Street Advisors Group
New Hampshire
$200K +$193K +1,269 New
NSIM
657
North Star Investment Management
Illinois
$199K
SFM
658
Signet Financial Management
New Jersey
$193K +$187K +1,224 New
AF
659
Advisornet Financial
Minnesota
$174K +$168K +1,101 New
SWM
660
SeaCrest Wealth Management
New York
$170K +$164K +1,078 New
SWP
661
Stratos Wealth Partners
Ohio
$162K +$157K +1,030 New
LFA
662
Legacy Financial Advisors
Kentucky
$161K +$156K +1,024 New
CAPTRUST Financial Advisors
663
CAPTRUST Financial Advisors
North Carolina
$158K +$152K +999 New
IUHSA
664
Itau Unibanco Holding S.A.
Brazil
$151K -$59.3K -389 -29%
FPFS
665
First Personal Financial Services
North Carolina
$151K +$11.3K +74 +8%
AIM
666
ARK Investment Management
Florida
$146K -$1.91M -12,505 -93%
PFA
667
Pathway Financial Advisors
Vermont
$137K +$132K +869 New
AAP
668
Arax Advisory Partners
Colorado
$129K
HFM
669
Harvest Fund Management
China
$129K
AF
670
Arrow Financial
New York
$128K
SIAS
671
Shine Investment Advisory Services
Colorado
$127K -$3.05K -20 -2%
PGWM
672
Parisi Gray Wealth Management
New Jersey
$127K +$122K +799 New
ABA
673
American Beacon Advisors
Texas
$125K
MCM
674
MV Capital Management
Maryland
$124K -$2.9K -19 -2%
GLI
675
Guardian Life Insurance
New York
$124K +$36.1K +237 +43%