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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
901
Sound View Wealth Advisors Group
Georgia
$655K -$7.8K -18 -1%
BP
902
Ballentine Partners
Massachusetts
$655K +$8.24K +19 +1%
CA
903
Calton & Associates
Florida
$652K +$42.5K +98 +8%
HG
904
Harbor Group
New Hampshire
$651K – – –
XS
905
XR Securities
Illinois
$651K +$340K +785 +145%
TWA
906
TCI Wealth Advisors
Arizona
$648K +$9.54K +22 +2%
CAM
907
Crestone Asset Management
Colorado
$645K -$276K -637 -33%
BFA
908
Beaumont Financial Advisors
Massachusetts
$641K +$32.1K +74 +6%
BFM
909
Boothbay Fund Management
New York
$637K +$89.8K +207 +19%
GWM
910
Geneos Wealth Management
Colorado
$636K -$49.9K -115 -8%
FNT
911
First National Trust
Pennsylvania
$635K +$25.1K +58 +5%
RMCM
912
Reynders McVeigh Capital Management
Massachusetts
$628K – – –
AWM
913
Apollon Wealth Management
South Carolina
$627K +$21.2K +49 +4%
MA
914
Mutual Advisors
Nebraska
$625K +$2.6K +6 +0.5%
1WA
915
180 Wealth Advisors
Washington
$623K -$91.1K -210 -15%
IWC
916
Integrated Wealth Concepts
Massachusetts
$617K +$83.7K +193 +18%
CPWA
917
Cerro Pacific Wealth Advisors
California
$616K +$545K +1,257 New
APP
918
Avantax Planning Partners
Iowa
$609K +$205K +472 +61%
HSA
919
HBK Sorce Advisory
Pennsylvania
$605K -$40.8K -94 -7%
NSIM
920
North Star Investment Management
Illinois
$603K – – –
RB
921
Renasant Bank
Mississippi
$603K +$434 +1 +0.1%
QSS
922
Quantitative Systematic Strategies
Florida
$599K -$2.77M -6,398 -84%
RWM
923
Ritholtz Wealth Management
New York
$599K +$112K +258 +27%
BC
924
Burney Company
Virginia
$599K +$530K +1,222 New
CBTWT
925
Community Bank & Trust (Waco, Texas)
Texas
$596K +$118K +272 +29%
35 36
37
38 39