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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1051
DSC Advisors
Illinois
$391K -$163K -377 -32%
VC
1052
Veery Capital
Delaware
$390K – – –
JBA
1053
Johnson Bixby & Associates
Washington
$386K – – –
CFB
1054
Cullen/Frost Bankers
Texas
$380K +$15.2K +35 +5%
TPWA
1055
TRUE Private Wealth Advisors
Oregon
$380K +$68.1K +157 +25%
BWA
1056
BlueSky Wealth Advisors
North Carolina
$380K +$327K +755 New
IDA
1057
Intelligence Driven Advisers
California
$380K +$336K +776 New
RFM
1058
Royal Fund Management
Florida
$379K – – –
HFM
1059
Harvest Fund Management
China
$379K +$29.5K +68 +10%
FBA
1060
Front Barnett Associates
Illinois
$377K +$334K +770 New
PL
1061
Plancorp LLC
Missouri
$374K -$2.6K -6 -0.8%
PCM
1062
Prelude Capital Management
New York
$372K -$1.85M -4,264 -85%
OCM
1063
Orchard Capital Management
Illinois
$372K – – –
MS
1064
Maven Securities
Jersey
$372K +$329K +758 New
SCM
1065
Southport Capital Management
Tennessee
$372K +$329K +759 New
GCP
1066
Gill Capital Partners
Colorado
$368K – – –
PCS
1067
Personal CFO Solutions
New Jersey
$367K +$30.4K +70 +10%
KPCM
1068
Kings Point Capital Management
New York
$365K – – –
CAM
1069
Concorde Asset Management
Michigan
$360K -$35.1K -81 -10%
FLPIM
1070
F.L. Putnam Investment Management
Massachusetts
$360K – – –
CI
1071
CX Institutional
Indiana
$360K +$66.3K +153 +26%
JAFL
1072
Jay A. Fishman Ltd
Michigan
$359K +$317K +732 New
EDRH
1073
Edmond de Rothschild Holding
Switzerland
$358K – – –
MRG
1074
Milestone Resources Group
British Virgin Islands
$358K +$317K +730 New
TFF
1075
The Family Firm
Maryland
$356K +$434 +1 +0.1%
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