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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
976
Cedar Mountain Advisors
Oregon
$169K +$5.21K +19 +3%
SFSIG
977
San Francisco Sentry Investment Group
California
$163K -$121K -441 -45%
FC
978
FORA Capital
Florida
$161K +$150K +545 New
TL
979
TrueWealth LLC
Georgia
$149K – – –
LWM
980
Liberty Wealth Management
California
$148K – – –
PA
981
Procyon Advisors
Connecticut
$147K – – –
BCA
982
Berman Capital Advisors
Georgia
$141K -$549 -2 -0.4%
CWM
983
Campbell Wealth Management
Virginia
$141K +$130K +475 New
PCG
984
Private Capital Group
Connecticut
$139K -$29.9K -109 -19%
HR
985
Howe & Rusling
New York
$139K -$8.23K -30 -6%
FDCDDQ
986
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K -$4.13M -15,068 -97%
MHR
987
Matthew Hamilton Rosenberg
$126K – – –
HIA
988
Harbor Investment Advisory
Maryland
$126K +$20.8K +76 +22%
PFBT
989
Parkside Financial Bank & Trust
Missouri
$124K +$1.1K +4 +1%
AWM
990
Atticus Wealth Management
Florida
$118K +$1.1K +4 +1%
VFA
991
Valeo Financial Advisors
Indiana
$118K +$18.4K +67 +20%
FA
992
Fortis Advisors
Pennsylvania
$118K +$27.4K +100 +33%
KWM
993
Keebeck Wealth Management
Illinois
$117K +$108K +395 New
SBSB
994
Sullivan, Bruyette, Speros & Blaney
Virginia
$115K -$385K -1,405 -78%
LC
995
Lindbrook Capital
California
$114K -$18.1K -66 -15%
EI
996
Ellevest Inc
New York
$113K +$38.4K +140 +58%
FPFS
997
First Personal Financial Services
North Carolina
$111K – – –
PAI
998
Pittenger & Anderson Inc
Nebraska
$111K +$6.86K +25 +7%
ADL
999
Asset Dedication LLC
California
$106K -$28.8K -105 -23%
BL
1000
Balentine LLC
Georgia
$102K -$60.4K -220 -39%
38 39
40
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