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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
901
American Portfolios Advisors
New York
$263K -$35.9K -131 -13%
FNT
902
First National Trust
Pennsylvania
$263K +$243K +887 New
AFG
903
Albion Financial Group
Utah
$261K – – –
FIM
904
Freedom Investment Management
Connecticut
$256K -$74.9K -273 -24%
DWT
905
Dorsey & Whitney Trust
South Dakota
$254K -$100K -365 -30%
CCM
906
Coldstream Capital Management
Washington
$253K +$234K +854 New
RMC
907
Resources Management Corp
Connecticut
$252K – – –
BS
908
Boenning & Scattergood
Pennsylvania
$251K +$232K +846 New
TC
909
Truvestments Capital
Florida
$246K +$32.4K +118 +16%
HZ
910
Hixon Zuercher
Ohio
$246K +$228K +830 New
SP
911
Successful Portfolios
Florida
$243K +$225K +821 New
CBTWT
912
Community Bank & Trust (Waco, Texas)
Texas
$241K +$223K +814 New
AF
913
Arrow Financial
New York
$240K – – –
SP
914
Symmetry Partners
Connecticut
$240K +$222K +809 New
FMWA
915
Forvis Mazars Wealth Advisors
Missouri
$240K +$222K +811 New
PCS
916
Personal CFO Solutions
New Jersey
$239K +$221K +807 New
TH
917
TCTC Holdings
Texas
$239K +$221K +807 New
CA
918
Clearstead Advisors
Ohio
$238K – – –
VIA
919
Vident Investment Advisory
Georgia
$238K +$220K +803 New
BOC
920
Barbara Oil Co
Illinois
$237K – – –
ECM
921
Elgethun Capital Management
South Dakota
$237K – – –
CNB
922
Camden National Bank
Maine
$237K +$219K +800 New
HCA
923
Horan Capital Advisors
Ohio
$237K +$219K +800 New
MIAS
924
Mason Investment Advisory Services
Virginia
$237K +$219K +800 New
WMA
925
Wealth Management Associates
New Jersey
$237K +$219K +799 New
35 36
37
38 39