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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
901
Pallas Capital Advisors
Massachusetts
$784K -$168K -311 -20%
HTC
902
Haverford Trust Company
Pennsylvania
$784K – – –
ST
903
Spinnaker Trust
Maine
$782K -$2.69K -5 -0.3%
ALAM
904
Asahi Life Asset Management
Japan
$777K +$561K +1,040 +260%
CAN
905
Claraphi Advisory Network
United States
$768K +$767K +1,424 New
VHAM
906
Van Hulzen Asset Management
California
$762K – – –
RWM
907
Ritholtz Wealth Management
New York
$762K +$103K +191 +16%
GFP
908
Gryphon Financial Partners
Ohio
$761K -$79.8K -148 -9%
CFA
909
Camarda Financial Advisors
Florida
$760K +$759K +1,409 New
PFM
910
Parsec Financial Management
North Carolina
$759K +$72.2K +134 +12%
IWC
911
Integrated Wealth Concepts
Massachusetts
$758K +$79.2K +147 +12%
JWA
912
JFS Wealth Advisors
Pennsylvania
$756K +$5.39K +10 +0.7%
CPW
913
Catalyst Private Wealth
California
$749K -$141K -262 -16%
SCA
914
Snowden Capital Advisors
New York
$746K -$72.2K -134 -9%
RC
915
Roundview Capital
New Jersey
$746K -$4.31K -8 -0.6%
EB
916
Eastern Bank
Massachusetts
$745K – – –
AA
917
Ancora Advisors
Ohio
$745K +$16.2K +30 +2%
GWM
918
Geneos Wealth Management
Colorado
$744K +$49K +91 +7%
CQS
919
Credential Qtrade Securities
$742K +$238K +442 +47%
BOM
920
Bank of Marin
California
$741K -$14K -26 -2%
ANTB
921
AMG National Trust Bank
Colorado
$738K -$170K -315 -19%
GCC
922
Guardian Capital (Canada)
Ontario, Canada
$731K – – –
BP
923
Ballentine Partners
Massachusetts
$727K +$6.47K +12 +0.9%
GIA
924
Gateway Investment Advisers
Ohio
$725K -$15.1K -28 -2%
HG
925
Harbor Group
New Hampshire
$717K – – –
35 36
37
38 39