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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
801
Symphony Financial
Texas
$713K +$26.3K +75 +4%
VAS
802
Vestmark Advisory Solutions
Massachusetts
$709K -$49.5K -141 -7%
ICP
803
Interchange Capital Partners
Pennsylvania
$709K +$656K +1,868 New
KPWS
804
Kestra Private Wealth Services
Texas
$709K +$663K +1,887 New
OLA
805
Oliver Luxxe Assets
New Jersey
$707K -$52.7K -150 -7%
HFG
806
Heron Financial Group
New York
$706K -$20.4K -58 -3%
1WA
807
180 Wealth Advisors
Washington
$705K -$18.3K -52 -3%
CWM
808
Circle Wealth Management
New Jersey
$704K +$651K +1,854 New
AWM
809
Altium Wealth Management
New York
$701K +$28.8K +82 +5%
RSC
810
Red Spruce Capital
Pennsylvania
$700K +$48.5K +138 +8%
PVH
811
Psagot Value Holdings
Israel
$700K +$68.8K +196 +12%
RCA
812
Rowland Carmichael Advisors
Arizona
$699K – – –
KIC
813
Kensington Investment Counsel
California
$696K +$644K +1,833 New
GC
814
Gilbert & Cook
Iowa
$686K -$42.8K -122 -6%
GCC
815
Guardian Capital (Canada)
Ontario, Canada
$684K +$70.2K +200 +13%
ARMT
816
Amica Retiree Medical Trust
Rhode Island
$683K +$233K +664 +59%
DWM
817
Dakota Wealth Management
Florida
$682K -$140K -400 -18%
RA
818
RFG Advisory
Alabama
$677K -$2.81K -8 -0.4%
SFO
819
Standard Family Office
South Dakota
$677K +$626K +1,782 New
FIM
820
Freedom Investment Management
Connecticut
$673K -$15.5K -44 -2%
STC
821
Sarah T. Connolly
$671K +$620K +1,766 New
BPA
822
Beacon Pointe Advisors
California
$668K +$82.2K +234 +15%
ANTB
823
AMG National Trust Bank
Colorado
$664K +$17.6K +50 +3%
BW
824
Bison Wealth
Georgia
$664K +$389K +1,107 +172%
RC
825
RegentAtlantic Capital
New Jersey
$662K +$216K +614 +54%
31 32
33
34 35