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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Vigilant Capital Management
Maine
$733K +$3.7K +6 +0.5%
IFWM
1052
Institute for Wealth Management
Colorado
$731K – – –
TC
1053
Truvestments Capital
Florida
$721K +$19.1K +31 +3%
KWM
1054
Kolinsky Wealth Management
New Jersey
$720K +$691K +1,119 New
WPP
1055
Whalerock Point Partners
Rhode Island
$717K – – –
NPT
1056
Nixon Peabody Trust
Massachusetts
$717K +$688K +1,115 New
WSTAM
1057
Wilbanks Smith & Thomas Asset Management
Virginia
$715K -$4.94K -8 -0.7%
AWA
1058
Amplius Wealth Advisors
Pennsylvania
$710K +$681K +1,104 New
PWP
1059
Principle Wealth Partners
Connecticut
$709K +$63K +102 +10%
WC
1060
Woodstock Corp
Massachusetts
$704K – – –
KOCAA
1061
Knights of Columbus Asset Advisors
Connecticut
$698K +$670K +1,085 New
BFA
1062
Beaumont Financial Advisors
Massachusetts
$695K -$106K -172 -14%
BHBT
1063
Burke & Herbert Bank & Trust
Virginia
$695K -$6.17K -10 -0.9%
ASC
1064
Atalanta Sosnoff Capital
New York
$691K -$6.17K -10 -0.9%
WA
1065
Wealth Architects
California
$688K -$327K -529 -33%
SIM
1066
Sentry Investment Management
Wisconsin
$686K -$899K -1,457 -58%
TIA
1067
Tiemann Investment Advisors
California
$683K -$3.09K -5 -0.5%
CGA
1068
Crescent Grove Advisors
Illinois
$683K +$3.7K +6 +0.6%
DA
1069
Duality Advisers
Florida
$683K +$656K +1,062 New
FFM
1070
Forum Financial Management
Illinois
$679K +$651K +1,055 New
YC
1071
Yarbrough Capital
Tennessee
$679K +$651K +1,055 New
RF
1072
RHS Financial
California
$670K -$10.5K -17 -2%
CAAS
1073
Capital Asset Advisory Services
Michigan
$669K -$103K -167 -14%
DWT
1074
Dorsey & Whitney Trust
South Dakota
$669K +$130K +211 +25%
LFAS
1075
Level Four Advisory Services
Texas
$667K +$24.1K +39 +4%
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