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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFM
951
MD Financial Management
Ontario, Canada
$646K +$59.8K +111 +10%
PAMP
952
Polar Asset Management Partners
Ontario, Canada
$645K +$645K +1,196 New
BC
953
Burney Company
Virginia
$641K -$17.8K -33 -3%
MWM
954
Modera Wealth Management
New Jersey
$641K +$1.08K +2 +0.2%
CT
955
Chicago Trust
Illinois
$640K +$98.6K +183 +18%
FCH
956
Freestone Capital Holdings
Washington
$637K +$142K +264 +29%
TA
957
Trellis Advisors
Washington
$629K -$10.8K -20 -2%
MC
958
Machina Capital
France
$626K +$626K +1,161 New
CS
959
Cannell & Spears
New York
$625K – – –
CB
960
CNB Bank
Pennsylvania
$621K +$19.9K +37 +3%
WMA
961
Wealth Management Associates
New Jersey
$620K – – –
MFGM
962
Marshall Financial Group (Maryland)
Maryland
$620K -$8.08K -15 -1%
IFWM
963
Institute for Wealth Management
Colorado
$613K – – –
VCM
964
Vigilant Capital Management
Maine
$611K +$31.3K +58 +5%
CCA
965
Column Capital Advisors
Indiana
$605K -$15.1K -28 -2%
WSTAM
966
Wilbanks Smith & Thomas Asset Management
Virginia
$604K +$119K +220 +24%
DS
967
DRW Securities
Illinois
$602K -$26.9K -50 -4%
WPP
968
Whalerock Point Partners
Rhode Island
$602K – – –
SS
969
Simplicity Solutions
Minnesota
$601K +$79.2K +147 +15%
IC
970
Inverness Counsel
New York
$599K +$298K +553 +99%
WFC
971
Western Financial Corp
California
$596K -$33.4K -62 -5%
CIC
972
Crawford Investment Counsel
Georgia
$595K +$16.2K +30 +3%
PWM
973
Perigon Wealth Management
California
$593K +$12.9K +24 +2%
CPA
974
Clear Perspective Advisors
Illinois
$592K -$35K -65 -6%
WC
975
Woodstock Corp
Massachusetts
$591K -$35K -65 -6%
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