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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
1026
Hershey Trust Company
Pennsylvania
$304K +$281K +800 New
QTM
1027
qPULA Trading Management
New York
$304K +$281K +800 New
MIAS
1028
Mason Investment Advisory Services
Virginia
$304K – – –
BLAM
1029
Bourne Lent Asset Management
New York
$303K +$351 +1 +0.1%
MA
1030
MONECO Advisors
Connecticut
$301K +$40.7K +116 +16%
KP
1031
Keel Point
Alabama
$297K +$7.02K +20 +3%
MMA
1032
Miracle Mile Advisors
California
$296K – – –
RFM
1033
Royal Fund Management
Florida
$295K -$35.1K -100 -11%
CS
1034
Comerica Securities
Michigan
$294K +$30.9K +88 +13%
CWP
1035
Curated Wealth Partners
California
$293K +$271K +772 New
PL
1036
Plancorp LLC
Missouri
$292K +$17.2K +49 +7%
FC
1037
FORA Capital
Florida
$292K +$270K +768 New
BJL
1038
Brighton Jones LLC
Washington
$291K +$269K +767 New
HB
1039
Homrich & Berg
Georgia
$290K -$67.1K -191 -20%
KIA
1040
KCM Investment Advisors
California
$288K -$5.62K -16 -2%
OCM
1041
Orchard Capital Management
Illinois
$288K +$267K +759 New
JF
1042
JSF Financial
California
$287K +$45.7K +130 +21%
GCP
1043
Gill Capital Partners
Colorado
$284K – – –
MBTD
1044
Mechanics Bank - Trust Department
California
$284K – – –
HFM
1045
Harvest Fund Management
China
$283K -$116K -329 -31%
KPCM
1046
Kings Point Capital Management
New York
$283K – – –
CBFP
1047
Cedar Brook Financial Partners
Ohio
$282K +$1.76K +5 +0.7%
EDRH
1048
Edmond de Rothschild Holding
Switzerland
$278K – – –
CAGAS
1049
Capital Advisory Group Advisory Services
Minnesota
$277K +$22.1K +63 +9%
CFB
1050
Cullen/Frost Bankers
Texas
$276K -$4.21K -12 -2%
40 41
42
43 44