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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1026
KMG Fiduciary Partners
Ohio
$495K +$9.07K +21 +2%
CPWA
1027
Cerro Pacific Wealth Advisors
California
$495K +$9.94K +23 +2%
CCMD
1028
Cypress Capital Management (Delaware)
Delaware
$492K +$549K +1,270 New
JWM
1029
Jackson Wealth Management
Florida
$492K +$549K +1,271 New
C
1030
Certuity
Florida
$491K +$108K +250 +25%
EWM
1031
Evercore Wealth Management
New York
$491K +$146K +337 +36%
KWM
1032
Kolinsky Wealth Management
New Jersey
$486K +$3.89K +9 +0.7%
IRC
1033
Investors Research Corp
Georgia
$485K +$864 +2 +0.2%
FIM
1034
Freedom Investment Management
Connecticut
$485K -$54.9K -127 -9%
EGM
1035
Engineers Gate Manager
New York
$483K -$981K -2,271 -65%
ALAM
1036
Asahi Life Asset Management
Japan
$482K +$537K +1,244 New
FNT
1037
First National Trust
Pennsylvania
$476K -$13.4K -31 -2%
NSIM
1038
North Star Investment Management
Illinois
$476K – – –
SHGA
1039
Sand Hill Global Advisors
California
$474K -$4.75K -11 -0.9%
GL
1040
Graypoint LLC
New York
$473K +$155K +359 +42%
PFM
1041
Parsec Financial Management
North Carolina
$472K – – –
GSC
1042
Ground Swell Capital
South Carolina
$471K -$25.1K -58 -5%
AC
1043
ASB Consultores
Florida
$471K +$131K +304 +33%
SHFA
1044
SS&H Financial Advisors
Michigan
$468K – – –
NRS
1045
Neville Rodie & Shaw
New York
$467K – – –
PWP
1046
Principle Wealth Partners
Connecticut
$466K +$43.2K +100 +9%
WMA
1047
Wealth Management Associates
New Jersey
$465K +$22K +51 +4%
AFS
1048
Aft Forsyth & Sober
Florida
$465K – – –
RMCM
1049
Reynders McVeigh Capital Management
Massachusetts
$465K – – –
TCM
1050
Telos Capital Management
California
$465K +$518K +1,200 New
40 41
42
43 44