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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1001
Sargent Investment Group
Maryland
$919K -$50.6K -100 -5%
PHAM
1002
Palisades Hudson Asset Management
Florida
$916K – – –
WAM
1003
Weatherly Asset Management
California
$915K -$172K -340 -16%
BWP
1004
BSW Wealth Partners
Colorado
$904K -$106K -209 -11%
HCS
1005
Himension Capital (Singapore)
Singapore
$904K +$895K +1,769 New
EWA
1006
Exencial Wealth Advisors
Oklahoma
$901K -$2.02K -4 -0.2%
BL
1007
BFSG LLC
California
$901K +$892K +1,763 New
KIC
1008
Kensington Investment Counsel
California
$898K +$20.7K +41 +2%
DS
1009
DRW Securities
Illinois
$892K -$174K -343 -16%
AC
1010
AlphaCore Capital
California
$885K -$23.8K -47 -3%
WA
1011
WBH Advisory
Maryland
$883K +$506 +1 +0.1%
GLR
1012
Great Lakes Retirement
Ohio
$872K -$37.4K -74 -4%
CB
1013
CNB Bank
Pennsylvania
$867K +$32.9K +65 +4%
GL
1014
Graypoint LLC
New York
$866K +$71.9K +142 +9%
BFO
1015
Boston Family Office
Massachusetts
$863K – – –
YDMI
1016
Y.D. More Investments
Israel
$861K -$152K -300 -15%
LSA
1017
Leonteq Securities AG
Switzerland
$860K -$180K -355 -17%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$857K +$469K +926 +123%
VW
1019
Vance Wealth
California
$856K +$848K +1,675 New
PL
1020
Parthenon LLC
Kentucky
$856K – – –
MW
1021
Marcum Wealth
Ohio
$851K +$533K +1,053 +172%
NW
1022
Naviter Wealth
Arkansas
$851K -$47.1K -93 -5%
MYIA
1023
Mount Yale Investment Advisors
Colorado
$848K -$154K -304 -15%
OL
1024
Optas LLC
Texas
$848K -$12.1K -24 -1%
LCGC
1025
Legacy Capital Group California
California
$842K +$12.1K +24 +1%
39 40
41
42 43