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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$259K – – –
LNC
702
Lincoln National Corp
Pennsylvania
$258K +$416 +2 +0.2%
AIM
703
ARK Investment Management
Florida
$257K – – –
CL
704
CIM LLC
New York
$255K +$16.6K +80 +7%
RTC
705
Riverview Trust Company
Washington
$252K +$267K +1,282 New
FCH
706
Freestone Capital Holdings
Washington
$251K +$266K +1,277 New
NSIM
707
North Star Investment Management
Illinois
$248K – – –
ATC
708
Argent Trust Co
Tennessee
$248K +$35.8K +172 +16%
BCM
709
Brookstone Capital Management
Illinois
$246K -$13.9K -67 -5%
FA
710
FDx Advisors
Illinois
$244K -$403K -1,938 -61%
SWP
711
Stratos Wealth Partners
Ohio
$244K +$45.6K +219 +21%
AWM
712
Alterna Wealth Management
Texas
$244K +$382K +1,838 New
MA
713
Mutual Advisors
Nebraska
$240K +$25K +120 +11%
PFPT
714
Pinnacle Financial Partners (Tennessee)
Tennessee
$239K +$25K +120 +11%
OWA
715
One Wealth Advisors
California
$237K -$388K -1,863 -61%
ACM
716
Advisors Capital Management
New Jersey
$237K -$2.71K -13 -1%
WA
717
WESPAC Advisors
California
$236K -$980K -4,710 -80%
AW
718
Alpha Windward
Massachusetts
$235K -$130K -626 -34%
AHB
719
Abner Herrman & Brock
New Jersey
$235K – – –
RFM
720
Royal Fund Management
Florida
$235K – – –
C
721
Cerebellum
California
$235K +$80.1K +385 +48%
VCA
722
Verdence Capital Advisors
Maryland
$234K -$16.6K -80 -6%
FHA
723
First Horizon Advisors
Tennessee
$234K +$119K +573 +93%
OC
724
Oakworth Capital
Alabama
$233K +$139K +669 +130%
WIP
725
Wellesley Investment Partners
Massachusetts
$232K -$20.8K -100 -8%
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