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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1001
ACG Wealth
Georgia
$218K +$209K +667 New
FWM
1002
Frontier Wealth Management
Missouri
$218K +$209K +668 New
CWM
1003
Concentrum Wealth Management
California
$217K -$31.3K -100 -13%
CAGAS
1004
Capital Advisory Group Advisory Services
Minnesota
$217K – – –
FLPIM
1005
F.L. Putnam Investment Management
Massachusetts
$217K +$208K +666 New
FCA
1006
FinTrust Capital Advisors
South Carolina
$216K – – –
VWM
1007
Vigilare Wealth Management
Arizona
$216K +$207K +663 New
HPWM
1008
Highland Private Wealth Management
Washington
$216K +$208K +665 New
FDCDDQ
1009
Federation des caisses Desjardins du Quebec
Quebec, Canada
$215K +$69.8K +223 +51%
HHGA
1010
Halbert Hargrove Global Advisors
California
$215K -$6.57K -21 -3%
MC
1011
Moors & Cabot
Massachusetts
$215K +$206K +659 New
BWCS
1012
Beirne Wealth Consulting Services
Connecticut
$213K +$204K +652 New
LWMM
1013
Legacy Wealth Management (Mississippi)
Mississippi
$212K +$203K +650 New
KPW
1014
Kore Private Wealth
New York
$212K -$19.1K -61 -9%
MSA
1015
Marino Stram & Associates
Massachusetts
$212K +$203K +650 New
NFSG
1016
Newbridge Financial Services Group
Florida
$212K +$203K +650 New
ACM
1017
Advisors Capital Management
New Jersey
$211K +$202K +646 New
EFS
1018
Essex Financial Services
Connecticut
$211K +$203K +648 New
IWM
1019
IHT Wealth Management
Illinois
$210K +$848K +2,711 New
RCAG
1020
Rehmann Capital Advisory Group
Michigan
$209K -$11K -35 -5%
BW
1021
Bison Wealth
Georgia
$209K -$11K -35 -5%
HFAS
1022
Hummer Financial Advisory Services
Illinois
$209K +$200K +640 New
KFS
1023
Kurt F. Somerville
$206K -$50.1K -160 -20%
TFF
1024
The Family Firm
Maryland
$206K -$28.2K -90 -12%
LB
1025
Legacy Bridge
Iowa
$206K – – –
39 40
41
42 43