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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
1051
Harvest Group Wealth Management
Massachusetts
$25K +$23.9K +87 New
LWANC
1052
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K -$11K -40 -33%
AWM
1053
Avior Wealth Management
Nebraska
$24K – – –
HI
1054
Human Investing
Oregon
$23K – – –
SC
1055
Steph & Co
Wisconsin
$22K -$1.65K -6 -8%
WT
1056
Washington Trust
Rhode Island
$22K – – –
AF
1057
Allworth Financial
California
$19K – – –
BWM
1058
Baystate Wealth Management
Massachusetts
$18K -$274 -1 -2%
PCIA
1059
Prime Capital Investment Advisors
Kansas
$17K -$1.65K -6 -10%
PFGIA
1060
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
TSW
1061
Thompson Siegel & Walmsley
Virginia
$17K – – –
PMFA
1062
Plante Moran Financial Advisors
Michigan
$15K – – –
MLFP
1063
MPS Loria Financial Planners
Illinois
$15K +$13.7K +50 New
IRC
1064
Investors Research Corp
Georgia
$14K – – –
BCM
1065
Bourgeon Capital Management
Connecticut
$13K – – –
BFIM
1066
Beese Fulmer Investment Management
Ohio
$13K +$12.1K +44 New
SC
1067
Solstein Capital
California
$12K -$2.19K -8 -17%
H
1068
Hexavest
Quebec, Canada
$12K – – –
CQS
1069
Credential Qtrade Securities
$11.3K – – –
EWA
1070
Evolution Wealth Advisors
Florida
$11K +$10.2K +37 New
MIFH
1071
Migdal Insurance & Financial Holdings
Israel
$10K -$4.39K -16 -33%
JSC
1072
Jackson Square Capital
California
$10K – – –
FRA
1073
Front Row Advisors
California
$9K -$33.5K -122 -79%
HWM
1074
HighMark Wealth Management
Minnesota
$9K – – –
RCC
1075
Red Cedar Capital
Nebraska
$9K – – –
41 42
43
44 45