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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SBH
901
Segall Bryant & Hamill
Illinois
$324K -$127K -405 -29%
SIC
902
Samalin Investment Counsel
New York
$324K -$33.8K -108 -10%
AFG
903
Albion Financial Group
Utah
$323K +$33.8K +108 +12%
BBA
904
Braun-Bostich & Associates
Pennsylvania
$323K +$303K +968 +4,209%
CNB
905
Camden National Bank
Maine
$320K +$56.6K +181 +23%
ASC
906
Atalanta Sosnoff Capital
New York
$318K -$3.13K -10 -1%
WAG
907
Winthrop Advisory Group
Massachusetts
$316K +$313 +1 +0.1%
CRCM
908
Corbett Road Capital Management
Virginia
$316K +$20.3K +65 +7%
HSA
909
HBK Sorce Advisory
Pennsylvania
$314K -$82K -262 -21%
PTC
910
Petrus Trust Company
Texas
$312K +$299K +955 New
WA
911
WESPAC Advisors
California
$311K – – –
HB
912
Homrich & Berg
Georgia
$311K +$3.13K +10 +1%
YMRC
913
Yorktown Management & Research Company
Virginia
$310K – – –
IWC
914
Integrated Wealth Concepts
Massachusetts
$310K +$51.6K +165 +21%
OC
915
Oakworth Capital
Alabama
$309K -$3.75K -12 -1%
BFA
916
Bragg Financial Advisors
North Carolina
$308K – – –
CA
917
Cetera Advisors
Colorado
$306K -$83.2K -266 -22%
PFA
918
Pathway Financial Advisors
Vermont
$305K – – –
NICM
919
Neo Ivy Capital Management
New York
$305K +$293K +935 New
MYIA
920
Mount Yale Investment Advisors
Colorado
$305K +$293K +936 New
FFA
921
First Foundation Advisors
California
$302K +$289K +925 New
GDP
922
Great Diamond Partners
Maine
$299K – – –
FNBT
923
FineMark National Bank & Trust
Florida
$296K – – –
PWM
924
Perigon Wealth Management
California
$295K -$13.1K -42 -4%
BC
925
Bartlett & Co
Ohio
$294K -$70.4K -225 -20%
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38 39