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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1026
Brookstone Capital Management
Illinois
$1.25M +$22.3K +35 +2%
JHP
1027
James Hambro & Partners
United Kingdom
$1.24M -$161K -253 -11%
LWM
1028
Liberty Wealth Management
California
$1.24M -$21.9M -34,329 -95%
TWM
1029
Thrive Wealth Management
Pennsylvania
$1.24M -$35.1K -55 -3%
PPWP
1030
Premier Path Wealth Partners
New Jersey
$1.23M +$15.3K +24 +1%
HC
1031
Hara Capital
Washington
$1.22M – – –
NCM
1032
Nelson Capital Management
California
$1.22M – – –
AWA
1033
Arkadios Wealth Advisors
Georgia
$1.21M +$310K +486 +33%
FHA
1034
Flagship Harbor Advisors
Massachusetts
$1.2M -$295K -462 -19%
RSC
1035
Red Spruce Capital
Pennsylvania
$1.2M -$59.4K -93 -5%
OC
1036
Oarsman Capital
Wisconsin
$1.2M +$37K +58 +3%
EI
1037
Ellevest Inc
New York
$1.19M -$44K -69 -3%
KNW
1038
Kesler Norman & Wride
Utah
$1.19M +$1.22M +1,908 New
ARMT
1039
Amica Retiree Medical Trust
Rhode Island
$1.18M +$1.22M +1,907 New
BOC
1040
Barbara Oil Co
Illinois
$1.18M – – –
NB
1041
Nicolet Bankshares
Wisconsin
$1.18M -$243K -380 -17%
SC
1042
Syon Capital
California
$1.18M +$139K +217 +13%
WPW
1043
Waldron Private Wealth
Pennsylvania
$1.18M +$7.02K +11 +0.6%
MFG
1044
Monumental Financial Group
Maryland
$1.18M -$186K -291 -13%
PCS
1045
Personal CFO Solutions
New Jersey
$1.17M -$232K -363 -16%
NPT
1046
Nixon Peabody Trust
Massachusetts
$1.17M +$52.3K +82 +5%
RCM
1047
Riverpark Capital Management
New York
$1.17M -$612K -958 -34%
MMG
1048
Monetary Management Group
Missouri
$1.17M – – –
RAM
1049
Ramirez Asset Management
New York
$1.17M – – –
ACM
1050
Aster Capital Management
United Arab Emirates
$1.17M +$1.2M +1,879 New
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