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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
UBV
1026
United Bank (Virginia)
Virginia
$842K +$3.04K +6 +0.4%
PCP
1027
Proficio Capital Partners
Massachusetts
$837K -$8.1K -16 -1%
TBWA
1028
Three Bridge Wealth Advisors
California
$836K – – –
SIM
1029
Sentry Investment Management
Wisconsin
$831K -$174K -344 -17%
WFPG
1030
Waller Financial Planning Group
Ohio
$829K – – –
LHC
1031
Little House Capital
Massachusetts
$825K -$157K -310 -16%
SDIC
1032
South Dakota Investment Council
South Dakota
$818K -$50.6K -100 -6%
FFBTD
1033
First Financial Bank - Trust Division
Ohio
$818K – – –
RIG
1034
Ramiah Investment Group
Wisconsin
$816K -$247K -488 -23%
CPA
1035
Capital Planning Advisors
California
$804K +$796K +1,573 New
ST
1036
Smithfield Trust
Pennsylvania
$803K +$48.6K +96 +7%
EDRH
1037
Edmond de Rothschild Holding
Switzerland
$803K -$4.05K -8 -0.5%
APP
1038
Avantax Planning Partners
Iowa
$801K -$98.7K -195 -11%
ARC
1039
Advisor Resource Council
Texas
$799K -$12.7K -25 -2%
HSA
1040
HBK Sorce Advisory
Pennsylvania
$794K -$2.53K -5 -0.3%
BHPW
1041
Beverly Hills Private Wealth
California
$793K -$23.8K -47 -3%
JWA
1042
JFS Wealth Advisors
Pennsylvania
$791K – – –
FFN
1043
Focus Financial Network
Minnesota
$785K – – –
EFG
1044
Everhart Financial Group
Ohio
$784K +$43K +85 +6%
HWA
1045
Heritage Wealth Advisors
Virginia
$784K – – –
OLA
1046
Oliver Luxxe Assets
New Jersey
$779K – – –
VEA
1047
Virtus ETF Advisers
New York
$775K -$107K -211 -12%
UOC
1048
UBS O'Connor
Illinois
$766K +$759K +1,500 New
AWA
1049
Alta Wealth Advisors
Massachusetts
$766K +$112K +222 +17%
TCB
1050
Texas Capital Bancshares
Texas
$763K +$2.02K +4 +0.3%
40 41
42
43 44