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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1026
MMBG Investment Advisors
Florida
$524K – – –
ALAM
1027
Asahi Life Asset Management
Japan
$524K +$40.1K +101 +8%
ETIA
1028
Epic Trust Investment Advisors
Washington
$523K -$21.4K -54 -4%
BJL
1029
Brighton Jones LLC
Washington
$523K +$10.3K +26 +2%
KWM
1030
Kolinsky Wealth Management
New Jersey
$522K +$33.7K +85 +7%
CCA
1031
Conestoga Capital Advisors
Pennsylvania
$522K -$15.9K -40 -3%
NHT
1032
New Hampshire Trust
New Hampshire
$520K +$530K +1,336 New
HG
1033
Harbor Group
New Hampshire
$517K – – –
DWT
1034
Dorsey & Whitney Trust
South Dakota
$516K +$15.1K +38 +3%
AWA
1035
Alta Wealth Advisors
Massachusetts
$511K -$14.7K -37 -3%
ANTB
1036
AMG National Trust Bank
Colorado
$510K -$130K -328 -20%
ACL
1037
Applied Capital LLC
Florida
$509K +$519K +1,308 New
1SB
1038
1ST Source Bank
Indiana
$508K -$23K -58 -4%
LHC
1039
Little House Capital
Massachusetts
$507K -$57.9K -146 -10%
GTCM
1040
Gyon Technologies Capital Management
New Jersey
$504K +$513K +1,294 New
IAN
1041
Integrated Advisors Network
Texas
$503K -$11.1K -28 -2%
PA
1042
Pinnacle Associates
New York
$501K -$448K -1,129 -47%
EI
1043
Ellevest Inc
New York
$501K -$94.4K -238 -16%
UPC
1044
Utah Peaks Capital
Utah
$501K +$510K +1,286 New
HFG
1045
Heron Financial Group
New York
$496K -$3.97K -10 -0.8%
IRC
1046
Investors Research Corp
Georgia
$487K – – –
BL
1047
Balentine LLC
Georgia
$486K -$983K -2,478 -66%
RWPA
1048
Richard W. Paul & Associates
Michigan
$484K +$493K +1,244 New
NICM
1049
Neo Ivy Capital Management
New York
$483K +$493K +1,242 New
NSIM
1050
North Star Investment Management
Illinois
$483K +$3.97K +10 +0.8%
40 41
42
43 44