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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
951
Accretive Wealth Partners
New Jersey
$654K +$25.8K +65 +4%
PL
952
Parthenon LLC
Kentucky
$652K – – –
PAI
953
Pittenger & Anderson Inc
Nebraska
$652K +$56.7K +143 +9%
EWM
954
Evercore Wealth Management
New York
$648K +$157K +397 +31%
BG
955
Bahl & Gaynor
Ohio
$647K +$36.1K +91 +6%
PFG
956
PAX Financial Group
Texas
$644K -$58.3K -147 -8%
ATC
957
Argent Trust Co
Tennessee
$643K -$5.55K -14 -0.8%
HWA
958
Heritage Wealth Advisors
Virginia
$639K +$68.2K +172 +12%
UBV
959
United Bank (Virginia)
Virginia
$639K – – –
TPM
960
Triasima Portfolio Management
Quebec, Canada
$638K -$2.53M -6,378 -80%
AP
961
Americana Partners
Texas
$638K +$52.4K +132 +9%
VFA
962
Valeo Financial Advisors
Indiana
$635K +$414K +1,043 +177%
OLA
963
Oliver Luxxe Assets
New Jersey
$632K +$9.92K +25 +2%
WFPG
964
Waller Financial Planning Group
Ohio
$631K – – –
LOAMS
965
Lombard Odier Asset Management (Switzerland)
Switzerland
$629K +$382K +963 +147%
PCP
966
Proficio Capital Partners
Massachusetts
$629K -$1.59K -4 -0.2%
FFBTD
967
First Financial Bank - Trust Division
Ohio
$623K -$6.35K -16 -1%
PFPT
968
Pinnacle Financial Partners (Tennessee)
Tennessee
$623K -$48.4K -122 -7%
AAP
969
Ardsley Advisory Partners
Connecticut
$623K +$99.2K +250 +19%
BHPW
970
Beverly Hills Private Wealth
California
$622K +$634K +1,597 New
OFG
971
Oxford Financial Group
Indiana
$620K +$102K +258 +19%
SA
972
SRN Advisors
Pennsylvania
$617K -$3.57K -9 -0.6%
JCM
973
Jacobsen Capital Management
Utah
$614K +$626K +1,577 New
CPC
974
Congress Park Capital
New York
$613K +$59.5K +150 +11%
PT
975
Plimoth Trust
Massachusetts
$609K – – –
37 38
39
40 41