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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
801
Bremer Bank National Association
Minnesota
$310K – – –
TA
802
Trellis Advisors
Washington
$309K – – –
VCA
803
Verdence Capital Advisors
Maryland
$308K -$1.83K -7 -0.6%
IA
804
Independence Advisors
Pennsylvania
$307K – – –
DWT
805
Dorsey & Whitney Trust
South Dakota
$307K +$17K +65 +6%
SFSIG
806
San Francisco Sentry Investment Group
California
$307K +$235K +900 +332%
PGIM
807
Pacific Global Investment Management
California
$306K +$261 +1 +0.1%
AA
808
Ancora Advisors
Ohio
$306K +$55.2K +211 +22%
GLLW
809
Graves Light Lenhart Wealth
Virginia
$305K +$16.5K +63 +6%
RA
810
RFG Advisory
Alabama
$303K +$302K +1,155 New
MIFH
811
Migdal Insurance & Financial Holdings
Israel
$302K -$1.25M -4,797 -81%
BCWM
812
Bartlett & Co Wealth Management
Ohio
$301K – – –
LOAMS
813
Lombard Odier Asset Management (Switzerland)
Switzerland
$301K – – –
BP
814
Ballentine Partners
Massachusetts
$301K +$5.75K +22 +2%
HAG
815
HighPoint Advisor Group
Illinois
$300K -$733K -2,802 -73%
OC
816
Oakworth Capital
Alabama
$299K – – –
ARMT
817
Amica Retiree Medical Trust
Rhode Island
$297K – – –
BCM
818
BlueCrest Capital Management
Jersey
$296K -$379K -1,448 -56%
WBG
819
Wharton Business Group
Pennsylvania
$294K +$293K +1,122 New
EAM
820
Evanson Asset Management
California
$291K – – –
KFS
821
Kurt F. Somerville
$291K – – –
PTC
822
Petrus Trust Company
Texas
$290K +$290K +1,108 New
PFM
823
Parsec Financial Management
North Carolina
$289K – – –
LSAG
824
Lake Street Advisors Group
New Hampshire
$285K +$11K +42 +4%
ST
825
Spinnaker Trust
Maine
$284K +$284K +1,086 New
31 32
33
34 35