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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1051
J.W. Cole Advisors
Florida
$477K +$636K +1,827 New
BAM
1052
Broyhill Asset Management
North Carolina
$476K +$635K +1,824 New
SA
1053
Sovran Advisors
California
$476K +$11.8K +34 +2%
RA
1054
RFG Advisory
Alabama
$474K -$37.3K -107 -6%
PFGIA
1055
Patriot Financial Group Insurance Agency
Massachusetts
$473K -$820K -2,353 -56%
SFS
1056
Sowell Financial Services
Arkansas
$473K -$102K -293 -14%
VA
1057
VestGen Advisors
Illinois
$471K +$289K +829 +85%
LWA
1058
LifeGoal Wealth Advisors
New York
$470K +$4.18K +12 +0.7%
VW
1059
Vance Wealth
California
$466K +$189K +543 +44%
SPWG
1060
Sage Private Wealth Group
Illinois
$463K +$247K +710 +67%
SACTSONJ
1061
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$463K -$39.7K -114 -6%
7WCP
1062
71 West Capital Partners
Massachusetts
$463K +$187K +536 +43%
BFO
1063
Boston Family Office
Massachusetts
$463K -$229K -658 -27%
EIM
1064
Essex Investment Management
Massachusetts
$461K -$156K -448 -20%
KCP
1065
Kera Capital Partners
California
$460K +$94.4K +271 +18%
TPA
1066
Trivium Point Advisory
Connecticut
$460K +$124K +355 +25%
UIA
1067
Ulland Investment Advisors
Minnesota
$458K +$331K +950 +118%
LS
1068
Livforsakringsbolaget Skandia
Sweden
$455K -$1.83M -5,240 -75%
DSC
1069
Duncker Streett & Co
Missouri
$452K -$105K -302 -15%
HA
1070
Helium Advisors
Washington
$450K +$601K +1,725 New
CPW
1071
Cove Private Wealth
New York
$450K -$5.22K -15 -0.9%
BMWS
1072
Brady Martz Wealth Solutions
North Dakota
$448K +$16K +46 +3%
BS
1073
Banco Santander
Spain
$447K -$1.98M -5,675 -77%
SAM
1074
Sagewood Asset Management
New York
$446K +$432K +1,240 +264%
BAM
1075
Belpointe Asset Management
Nevada
$445K -$567K -1,629 -49%
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