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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Frontier Wealth Management
Missouri
$254K – – –
AW
1077
ACG Wealth
Georgia
$254K +$351 +1 +0.1%
AF
1078
Advisornet Financial
Minnesota
$253K -$8.78K -25 -4%
CWM
1079
Concentrum Wealth Management
California
$253K – – –
AG
1080
AIA Group
Hong Kong
$253K +$234K +665 New
SICM
1081
Sustainable Insight Capital Management
New York
$252K +$233K +664 New
MWA
1082
Meridian Wealth Advisors
Texas
$251K +$232K +661 New
GA
1083
Geller Advisors
New York
$250K +$210K +597 New
RCAG
1084
Rehmann Capital Advisory Group
Michigan
$249K +$4.57K +13 +2%
FPA
1085
First Pacific Advisors
California
$248K -$7.38K -21 -3%
DADC
1086
D.A. Davidson & Co
Montana
$248K +$229K +652 New
NFSG
1087
Newbridge Financial Services Group
Florida
$247K – – –
MSA
1088
Marino Stram & Associates
Massachusetts
$247K +$351 +1 +0.2%
TFO
1089
Tarbox Family Office
California
$247K +$6.32K +18 +3%
LWMM
1090
Legacy Wealth Management (Mississippi)
Mississippi
$247K – – –
HHGA
1091
Halbert Hargrove Global Advisors
California
$246K -$3.86K -11 -2%
EFS
1092
Essex Financial Services
Connecticut
$246K – – –
OCM
1093
One Capital Management
California
$244K -$301K -858 -57%
FCH
1094
Freestone Capital Holdings
Washington
$244K +$53K +151 +31%
MC
1095
Moors & Cabot
Massachusetts
$243K -$7.02K -20 -3%
HFAS
1096
Hummer Financial Advisory Services
Illinois
$243K – – –
CICI
1097
Capital Investment Counsel Inc
North Carolina
$240K -$87.8K -250 -28%
RWA
1098
Redhawk Wealth Advisors
Minnesota
$240K +$222K +633 New
KFS
1099
Kurt F. Somerville
$239K – – –
LB
1100
Legacy Bridge
Iowa
$239K – – –
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