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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
701
Independent Advisor Alliance
North Carolina
$275K -$832 -4 -0.3%
EWM
702
Evercore Wealth Management
New York
$271K +$7.28K +35 +3%
PFM
703
Parsec Financial Management
North Carolina
$267K – – –
SS
704
Simplicity Solutions
Minnesota
$265K -$1.25K -6 -0.4%
SC
705
SouthState Corp
Florida
$265K +$20.6K +99 +8%
BTNA
706
Bremer Trust National Association
Minnesota
$260K – – –
JWA
707
JFS Wealth Advisors
Pennsylvania
$259K – – –
LNC
708
Lincoln National Corp
Pennsylvania
$258K +$416 +2 +0.2%
AIM
709
ARK Investment Management
Florida
$257K – – –
CL
710
CIM LLC
New York
$255K +$16.6K +80 +7%
RTC
711
Riverview Trust Company
Washington
$252K +$267K +1,282 New
FCH
712
Freestone Capital Holdings
Washington
$251K +$266K +1,277 New
NSIM
713
North Star Investment Management
Illinois
$248K – – –
ATC
714
Argent Trust Co
Tennessee
$248K +$35.8K +172 +16%
BCM
715
Brookstone Capital Management
Illinois
$246K -$13.9K -67 -5%
FA
716
FDx Advisors
Illinois
$244K -$403K -1,938 -61%
SWP
717
Stratos Wealth Partners
Ohio
$244K +$45.6K +219 +21%
AWM
718
Alterna Wealth Management
Texas
$244K +$382K +1,838 New
MA
719
Mutual Advisors
Nebraska
$240K +$25K +120 +11%
PFPT
720
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$25K +120 +11%
OWA
721
One Wealth Advisors
California
$237K -$388K -1,863 -61%
ACM
722
Advisors Capital Management
New Jersey
$237K -$2.71K -13 -1%
WA
723
WESPAC Advisors
California
$236K -$980K -4,710 -80%
AW
724
Alpha Windward
Massachusetts
$235K -$130K -626 -34%
AHB
725
Abner Herrman & Brock
New Jersey
$235K – – –
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