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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
926
Wealth Management Associates
New Jersey
$237K +$219K +799 New
CFA
927
Carroll Financial Associates
North Carolina
$236K -$24.4K -89 -10%
BLAM
928
Bourne Lent Asset Management
New York
$236K +$218K +795 New
KFS
929
Kurt F. Somerville
$234K +$217K +790 New
IWC
930
Integrated Wealth Concepts
Massachusetts
$232K +$215K +784 New
FFN
931
Focus Financial Network
Minnesota
$230K +$213K +778 New
KIA
932
KCM Investment Advisors
California
$230K +$213K +775 New
CWM
933
Concentrum Wealth Management
California
$227K +$210K +765 New
WFA
934
Wade Financial Advisory
California
$226K +$209K +762 New
GCP
935
Gill Capital Partners
Colorado
$222K +$206K +750 New
KPCM
936
Kings Point Capital Management
New York
$221K – – –
MBTD
937
Mechanics Bank - Trust Department
California
$221K +$205K +747 New
CBFP
938
Cedar Brook Financial Partners
Ohio
$218K +$202K +737 New
EDRH
939
Edmond de Rothschild Holding
Switzerland
$217K +$201K +731 New
TAM
940
Trust Asset Management
Texas
$217K +$201K +731 New
TFF
941
The Family Firm
Maryland
$214K +$198K +722 New
BWP
942
Bernardo Wealth Planning
Pennsylvania
$214K +$199K +724 New
CFB
943
Cullen/Frost Bankers
Texas
$213K – – –
TNBTD
944
Trustmark National Bank Trust Department
Mississippi
$211K +$196K +713 New
AF
945
Advisornet Financial
Minnesota
$210K -$46.4K -169 -19%
KPW
946
Kore Private Wealth
New York
$210K +$7.96K +29 +4%
MCC
947
Malaga Cove Capital
California
$209K +$194K +706 New
AP
948
Americana Partners
Texas
$207K -$88.1K -321 -31%
SNT
949
Security National Trust
West Virginia
$207K – – –
ECM
950
Element Capital Management
New York
$207K +$192K +699 New
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