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INTU

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