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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
751
Beacon Pointe Advisors
California
$341K -$25.2K -99 -7%
PFM
752
Parsec Financial Management
North Carolina
$341K – – –
SC
753
SouthState Corp
Florida
$338K – – –
RTC
754
Riverview Trust Company
Washington
$335K – – –
AHB
755
Abner Herrman & Brock
New Jersey
$333K +$19.6K +77 +6%
ZCM
756
Zebra Capital Management
Connecticut
$332K -$114K -447 -26%
NSIM
757
North Star Investment Management
Illinois
$329K – – –
MA
758
Mutual Advisors
Nebraska
$329K +$16.5K +65 +5%
BBNA
759
Bremer Bank National Association
Minnesota
$327K – – –
NG
760
NatWest Group
United Kingdom
$327K +$318K +1,251 New
IFWM
761
Institute for Wealth Management
Colorado
$323K -$4.32K -17 -1%
BP
762
Ballentine Partners
Massachusetts
$323K +$63.5K +250 +25%
HKAM
763
Horizon Kinetics Asset Management
New York
$321K -$27.2K -107 -8%
SWAG
764
Spectrum Wealth Advisory Group
California
$321K +$254 +1 +0.1%
1WA
765
180 Wealth Advisors
Washington
$321K +$293K +1,154 New
JT
766
Jump Trading
Illinois
$319K +$310K +1,221 New
PFPT
767
Pinnacle Financial Partners (Tennessee)
Tennessee
$317K -$20.3K -80 -6%
NRS
768
Neville Rodie & Shaw
New York
$315K +$31.5K +124 +11%
SI
769
Stephens Inc
Arkansas
$314K +$76.7K +302 +34%
PIM
770
Penobscot Investment Management
Massachusetts
$313K +$25.4K +100 +9%
CP
771
Covenant Partners
Tennessee
$312K -$283K -1,114 -48%
RFM
772
Royal Fund Management
Florida
$312K – – –
VCA
773
Verdence Capital Advisors
Maryland
$311K -$7.88K -31 -3%
TA
774
Trellis Advisors
Washington
$308K – – –
IA
775
Independence Advisors
Pennsylvania
$306K – – –
29 30
31
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