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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
751
Column Capital Advisors
Indiana
$351K -$17.3K -64 -4%
BPA
752
Beacon Pointe Advisors
California
$350K -$79.1K -292 -16%
1SB
753
1ST Source Bank
Indiana
$349K -$7.31K -27 -2%
ER
754
Enlightenment Research
Florida
$346K -$81.2K -300 -19%
PFPT
755
Pinnacle Financial Partners (Tennessee)
Tennessee
$346K +$5.42K +20 +1%
GAG
756
GM Advisory Group
New York
$345K – – –
CRC
757
Curi RMB Capital
Illinois
$344K +$148K +547 +58%
OFS
758
OneAscent Financial Services
Alabama
$343K -$50.6K -187 -11%
GFP
759
Gryphon Financial Partners
Ohio
$341K +$52.3K +193 +15%
GLA
760
Great Lakes Advisors
Illinois
$341K +$188K +695 +88%
EF
761
Empirical Finance
Pennsylvania
$339K +$145K +537 +57%
PCA
762
Personal Capital Advisors
California
$338K +$398K +1,469 New
ATPW
763
Ashton Thomas Private Wealth
Arizona
$335K +$395K +1,457 New
FIM
764
Freedom Investment Management
Connecticut
$335K +$308K +1,137 New
GP
765
Geneva Partners
Wisconsin
$335K +$394K +1,455 New
DWM
766
Dakota Wealth Management
Florida
$331K -$347K -1,283 -47%
CEP
767
Chicago Equity Partners
Illinois
$331K -$48.7K -180 -11%
GCC
768
Guardian Capital (Canada)
Ontario, Canada
$329K – – –
RC
769
Roundview Capital
New Jersey
$328K – – –
CIC
770
Carnegie Investment Counsel
Ohio
$327K +$128K +473 +50%
QCG
771
Quadrant Capital Group
Ohio
$327K +$212K +783 +125%
VWM
772
Venturi Wealth Management
Texas
$325K +$383K +1,413 New
LSAG
773
Lake Street Advisors Group
New Hampshire
$323K +$86.4K +319 +29%
PVH
774
Psagot Value Holdings
Israel
$322K -$481K -1,775 -56%
KFP
775
KMG Fiduciary Partners
Ohio
$322K +$379K +1,400 New
29 30
31
32 33