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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
1001
South Dakota Investment Council
South Dakota
$779K +$744K +1,700 New
BFO
1002
Boston Family Office
Massachusetts
$774K – – –
OL
1003
Optas LLC
Texas
$771K +$63.5K +145 +9%
PL
1004
Parthenon LLC
Kentucky
$767K – – –
RA
1005
RFG Advisory
Alabama
$766K +$3.5K +8 +0.5%
QI
1006
Qtron Investments
Massachusetts
$759K +$70.9K +162 +11%
PCP
1007
Proficio Capital Partners
Massachusetts
$758K +$19.7K +45 +3%
PA
1008
Procyon Advisors
Connecticut
$758K +$281K +641 +63%
CAG
1009
Crestwood Advisors Group
Massachusetts
$757K +$136K +310 +23%
TPM
1010
Triasima Portfolio Management
Quebec, Canada
$755K -$145K -330 -21%
UBV
1011
United Bank (Virginia)
Virginia
$752K – – –
TBWA
1012
Three Bridge Wealth Advisors
California
$750K +$389K +889 +119%
PI
1013
PFS Investments
Georgia
$749K +$460K +1,050 +179%
CB
1014
CNB Bank
Pennsylvania
$748K +$19.7K +45 +3%
LCGC
1015
Legacy Capital Group California
California
$744K +$21K +48 +3%
WFPG
1016
Waller Financial Planning Group
Ohio
$743K – – –
PFPT
1017
Pinnacle Financial Partners (Tennessee)
Tennessee
$741K +$27.6K +63 +4%
FFBTD
1018
First Financial Bank - Trust Division
Ohio
$733K – – –
ARC
1019
Advisor Resource Council
Texas
$728K -$99.4K -227 -13%
EDRH
1020
Edmond de Rothschild Holding
Switzerland
$723K +$133K +304 +24%
CPC
1021
Congress Park Capital
New York
$722K – – –
QT
1022
Quantbot Technologies
New York
$722K +$690K +1,575 New
VCA
1023
Verdence Capital Advisors
Maryland
$715K -$129K -295 -16%
HSA
1024
HBK Sorce Advisory
Pennsylvania
$715K +$10.1K +23 +1%
JFG
1025
Jefferies Financial Group
New York
$714K +$73.1K +167 +12%
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