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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
926
Neville Rodie & Shaw
New York
$592K – – –
BG
927
Bahl & Gaynor
Ohio
$588K – – –
WBG
928
Wharton Business Group
Pennsylvania
$584K -$34.7K -80 -6%
TA
929
Trellis Advisors
Washington
$582K -$8.67K -20 -2%
MWM
930
Modera Wealth Management
New Jersey
$582K +$6.5K +15 +1%
MFGM
931
Marshall Financial Group (Maryland)
Maryland
$571K -$986K -2,274 -66%
WFC
932
Western Financial Corp
California
$571K +$25.1K +58 +5%
DS
933
DRW Securities
Illinois
$571K +$505K +1,165 New
CPA
934
Clear Perspective Advisors
Illinois
$570K +$144K +332 +40%
MG
935
Mather Group
Illinois
$569K -$35.6K -82 -7%
WC
936
Woodstock Corp
Massachusetts
$569K – – –
KFA
937
Krane Funds Advisors
New York
$568K +$502K +1,158 New
CS
938
Cannell & Spears
New York
$568K +$503K +1,159 New
WMA
939
Wealth Management Associates
New Jersey
$564K – – –
CCA
940
Column Capital Advisors
Indiana
$563K -$10.4K -24 -2%
TIA
941
Tiemann Investment Advisors
California
$559K -$16.5K -38 -3%
IFWM
942
Institute for Wealth Management
Colorado
$557K – – –
MWM
943
Mission Wealth Management
California
$556K +$6.94K +16 +1%
RF
944
RHS Financial
California
$551K -$77.2K -178 -14%
CWM
945
Chesapeake Wealth Management
Virginia
$551K -$17.3K -40 -3%
WPP
946
Whalerock Point Partners
Rhode Island
$547K – – –
CB
947
CNB Bank
Pennsylvania
$546K +$12.6K +29 +3%
FHA
948
First Horizon Advisors
Tennessee
$544K -$6.07K -14 -1%
BHBT
949
Burke & Herbert Bank & Trust
Virginia
$542K -$4.34K -10 -0.9%
PFM
950
Parsec Financial Management
North Carolina
$542K – – –
36 37
38
39 40