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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1001
BerganKDV Wealth Management
Minnesota
$99K +$1.65K +6 +2%
RFA
1002
Reilly Financial Advisors
California
$98K -$1.1K -4 -1%
RCA
1003
Ranch Capital Advisors
Florida
$97K +$12.3K +45 +16%
JFGIW
1004
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93K -$36.5K -133 -30%
SIAS
1005
Shine Investment Advisory Services
Colorado
$86K +$3.02K +11 +4%
OIA
1006
Optimum Investment Advisors
Illinois
$83K – – –
GAM
1007
Gemmer Asset Management
California
$82K -$6.31K -23 -8%
TFS
1008
TrustCore Financial Services
Tennessee
$81K – – –
HWA
1009
Heritage Wealth Advisors
Virginia
$79.4K – – –
MDCM
1010
Morgan Dempsey Capital Management
Wisconsin
$77K -$10.4K -38 -13%
PB
1011
Pinnacle Bancorp
Nebraska
$76K – – –
O
1012
Ossiam
France
$75K +$20.6K +75 +42%
IFAM
1013
Institutional & Family Asset Management
Colorado
$74K +$67.2K +245 +4,900%
GRP
1014
Global Retirement Partners
California
$69K – – –
SQA
1015
Simon Quick Advisors
New Jersey
$67K -$1.37K -5 -2%
PGAM
1016
Princeton Global Asset Management
New Jersey
$67K +$1.37K +5 +2%
RBC
1017
Roble Belko & Company
Pennsylvania
$65K +$60.6K +221 New
CFGS
1018
Concourse Financial Group Securities
Alabama
$60K -$5.76K -21 -9%
CI
1019
CX Institutional
Indiana
$60K +$31.5K +115 +134%
TI
1020
Truehand Inc
New Hampshire
$59K +$54.9K +200 New
BCM
1021
Birch Capital Management
Texas
$58K – – –
IF
1022
Ironwood Financial
Arizona
$55K – – –
MPWT
1023
MassMutual Private Wealth & Trust
Connecticut
$54K – – –
VCM
1024
Versant Capital Management
Arizona
$53K +$3.84K +14 +8%
SWA
1025
Sutton Wealth Advisors
Florida
$52.4K +$823 +3 +2%
39 40
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