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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
951
First Commonwealth Financial Corp
Pennsylvania
$744K +$17.9K +35 +2%
AA
952
Ancora Advisors
Ohio
$744K +$82.4K +161 +12%
IC
953
Inverness Counsel
New York
$739K +$399K +780 +103%
JWA
954
JFS Wealth Advisors
Pennsylvania
$737K +$12.8K +25 +2%
LA
955
Legacy Advisors
Pennsylvania
$736K +$784K +1,531 New
OTL
956
Oak Thistle LLC
New York
$735K +$306K +598 +64%
KJHP
957
K.J. Harrison & Partners
Ontario, Canada
$732K – – –
CWM
958
Calamos Wealth Management
Illinois
$732K +$85K +166 +12%
MGWM
959
Marks Group Wealth Management
Minnesota
$730K +$112K +218 +17%
VA
960
Valmark Advisers
Ohio
$728K -$2.56K -5 -0.3%
PFPT
961
Pinnacle Financial Partners (Tennessee)
Tennessee
$727K +$4.61K +9 +0.6%
VCA
962
Verdence Capital Advisors
Maryland
$725K +$2.56K +5 +0.3%
CAG
963
Crestwood Advisors Group
Massachusetts
$724K -$242K -472 -24%
DCM
964
DGS Capital Management
New Jersey
$720K -$57.9K -113 -7%
TCB
965
Texas Capital Bancshares
Texas
$716K -$126K -246 -14%
FLI
966
Family Legacy Inc
South Carolina
$715K +$761K +1,486 New
PFG
967
PAX Financial Group
Texas
$709K +$104K +204 +16%
ST
968
Smithfield Trust
Pennsylvania
$708K – – –
CAAS
969
Capital Asset Advisory Services
Michigan
$705K +$218K +426 +41%
JWM
970
Jackson Wealth Management
Florida
$702K -$1.32M -2,581 -64%
IA
971
IFP Advisors
Florida
$701K -$420K -820 -9%
BWP
972
Baldwin Wealth Partners
Massachusetts
$701K -$51.2K -100 -6%
PCP
973
Proficio Capital Partners
Massachusetts
$701K -$30.2K -59 -4%
HTC
974
Haverford Trust Company
Pennsylvania
$700K – – –
TSS
975
Two Sigma Securities
New York
$699K +$744K +1,453 New
37 38
39
40 41