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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
1076
St Louis Trust
Missouri
$256K – – –
AWM
1077
Aevitas Wealth Management
Massachusetts
$256K +$351 +1 +0.1%
FLPIM
1078
F.L. Putnam Investment Management
Massachusetts
$256K +$2.46K +7 +1%
TA
1079
Tiedemann Advisors
New York
$256K +$236K +671 New
FWM
1080
Frontier Wealth Management
Missouri
$254K – – –
AW
1081
ACG Wealth
Georgia
$254K +$351 +1 +0.1%
AF
1082
Advisornet Financial
Minnesota
$253K -$8.78K -25 -4%
CWM
1083
Concentrum Wealth Management
California
$253K – – –
AG
1084
AIA Group
Hong Kong
$253K +$234K +665 New
SICM
1085
Sustainable Insight Capital Management
New York
$252K +$233K +664 New
MWA
1086
Meridian Wealth Advisors
Texas
$251K +$232K +661 New
GA
1087
Geller Advisors
New York
$250K +$210K +597 New
RCAG
1088
Rehmann Capital Advisory Group
Michigan
$249K +$4.57K +13 +2%
FPA
1089
First Pacific Advisors
California
$248K -$7.38K -21 -3%
DADC
1090
D.A. Davidson & Co
Montana
$248K +$229K +652 New
NFSG
1091
Newbridge Financial Services Group
Florida
$247K – – –
MSA
1092
Marino Stram & Associates
Massachusetts
$247K +$351 +1 +0.2%
TFO
1093
Tarbox Family Office
California
$247K +$6.32K +18 +3%
LWMM
1094
Legacy Wealth Management (Mississippi)
Mississippi
$247K – – –
HHGA
1095
Halbert Hargrove Global Advisors
California
$246K -$3.86K -11 -2%
EFS
1096
Essex Financial Services
Connecticut
$246K – – –
OCM
1097
One Capital Management
California
$244K -$301K -858 -57%
FCH
1098
Freestone Capital Holdings
Washington
$244K +$53K +151 +31%
MC
1099
Moors & Cabot
Massachusetts
$243K -$7.02K -20 -3%
HFAS
1100
Hummer Financial Advisory Services
Illinois
$243K – – –
42 43
44
45 46