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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1051
Proficio Capital Partners
Massachusetts
$272K +$16.5K +47 +7%
SPC
1052
Sigma Planning Corp
Michigan
$270K -$309K -881 -55%
TNBTD
1053
Trustmark National Bank Trust Department
Mississippi
$270K – – –
CC
1054
Caxton Corporation
New Jersey
$270K +$249K +710 New
TFF
1055
The Family Firm
Maryland
$269K +$32.3K +92 +15%
SC
1056
Scotia Capital
Ontario, Canada
$266K -$12.6K -36 -5%
DA
1057
DCM Advisors
New York
$266K +$246K +700 New
OA
1058
Oxbow Advisors
Texas
$265K -$42.1K -120 -15%
AP
1059
Americana Partners
Texas
$265K – – –
HPWM
1060
Highland Private Wealth Management
Washington
$264K +$10.9K +31 +5%
CFA
1061
Carroll Financial Associates
North Carolina
$263K – – –
FSC
1062
Full Sail Capital
Oklahoma
$263K +$246K +700 New
BAM
1063
Belpointe Asset Management
Nevada
$262K -$14.4K -41 -6%
SF
1064
Synovus Financial
Georgia
$261K +$242K +688 New
PFS
1065
Prospera Financial Services
Texas
$260K +$152K +433 +173%
PCS
1066
Personal CFO Solutions
New Jersey
$259K -$44.6K -127 -16%
VWM
1067
Vigilare Wealth Management
Arizona
$259K +$7.02K +20 +3%
CAM
1068
CenterStar Asset Management
Illinois
$257K – – –
TPWA
1069
TRUE Private Wealth Advisors
Oregon
$257K +$26.7K +76 +13%
JGUA
1070
John G. Ullman & Associates
New York
$256K – – –
LIM
1071
Leavell Investment Management
Alabama
$256K – – –
SLT
1072
St Louis Trust
Missouri
$256K – – –
AWM
1073
Aevitas Wealth Management
Massachusetts
$256K +$351 +1 +0.1%
FLPIM
1074
F.L. Putnam Investment Management
Massachusetts
$256K +$2.46K +7 +1%
TA
1075
Tiedemann Advisors
New York
$256K +$236K +671 New
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