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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
1001
Oliver Luxxe Assets
New Jersey
$680K -$41.1K -100 -6%
MW
1002
Marcum Wealth
Ohio
$677K +$391K +952 +168%
GL
1003
Graypoint LLC
New York
$674K +$254K +619 +69%
CPA
1004
Cardiff Park Advisors
California
$673K – – –
EMG
1005
ETF Managers Group
New Jersey
$671K +$9.03K +22 +1%
VA
1006
Valmark Advisers
Ohio
$670K -$5.34K -13 -0.9%
KJHP
1007
K.J. Harrison & Partners
Ontario, Canada
$669K -$841K -2,048 -58%
QI
1008
Qtron Investments
Massachusetts
$666K -$114K -277 -16%
TCB
1009
Texas Capital Bancshares
Texas
$666K – – –
VST
1010
Van Strum & Towne
California
$663K – – –
IB
1011
Intrust Bank
Kansas
$661K -$12.3K -30 -2%
VFA
1012
Voya Financial Advisors
Connecticut
$654K -$25.9K -63 -4%
CA
1013
Claro Advisors
Massachusetts
$653K +$5.75K +14 +1%
NW
1014
Naviter Wealth
Arkansas
$653K +$601K +1,465 New
ST
1015
Smithfield Trust
Pennsylvania
$653K – – –
NFA
1016
Northern Financial Advisors
Michigan
$647K -$32.4K -79 -5%
PG
1017
Proffitt & Goodson
Tennessee
$646K -$39K -95 -6%
EF
1018
Empowered Funds
Pennsylvania
$642K +$205K +499 +53%
DCM
1019
DGS Capital Management
New Jersey
$639K -$24.6K -60 -4%
CWM
1020
Concentric Wealth Management
California
$638K – – –
SP
1021
Saranac Partners
$638K +$587K +1,430 New
HCM
1022
Howland Capital Management
Massachusetts
$634K +$3.28K +8 +0.6%
CIA
1023
Capital Investment Advisors
Georgia
$632K -$135K -330 -19%
VHAM
1024
Van Hulzen Asset Management
California
$630K – – –
CPW
1025
Catalyst Private Wealth
California
$629K -$43.9K -107 -7%
39 40
41
42 43