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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1076
JSF Financial
California
$280K -$9.63K -25 -3%
EDRH
1077
Edmond de Rothschild Holding
Switzerland
$280K – – –
MA
1078
MONECO Advisors
Connecticut
$278K -$38.9K -101 -12%
JBA
1079
Johnson Bixby & Associates
Washington
$278K – – –
TFF
1080
The Family Firm
Maryland
$278K +$385 +1 +0.1%
NFSG
1081
Newbridge Financial Services Group
Florida
$274K +$25K +65 +10%
HPWM
1082
Highland Private Wealth Management
Washington
$271K +$3.85K +10 +1%
VWM
1083
Vigilare Wealth Management
Arizona
$271K +$9.24K +24 +4%
HFM
1084
Harvest Fund Management
China
$270K -$16.2K -42 -6%
MAM
1085
Magellan Asset Management
Australia
$270K +$64.3K +167 +31%
AP
1086
Americana Partners
Texas
$268K – – –
DA
1087
DCM Advisors
New York
$268K – – –
OA
1088
Oxbow Advisors
Texas
$268K – – –
CIM
1089
Contravisory Investment Management
Massachusetts
$267K +$268K +697 New
BWP
1090
Bernardo Wealth Planning
Pennsylvania
$266K -$11.2K -29 -4%
AF
1091
Advisornet Financial
Minnesota
$266K +$10.8K +28 +4%
PCS
1092
Personal CFO Solutions
New Jersey
$260K -$1.54K -4 -0.6%
MA
1093
MJP Associates
Connecticut
$260K +$43.1K +112 +20%
JGUA
1094
John G. Ullman & Associates
New York
$259K – – –
AWM
1095
Aevitas Wealth Management
Massachusetts
$259K +$385 +1 +0.1%
LIM
1096
Leavell Investment Management
Alabama
$258K – – –
SLT
1097
St Louis Trust
Missouri
$258K – – –
FWM
1098
Frontier Wealth Management
Missouri
$256K – – –
GA
1099
Geller Advisors
New York
$256K +$27K +70 +12%
CWM
1100
Concentrum Wealth Management
California
$255K – – –
42 43
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