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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1076
Wharton Business Group
Pennsylvania
$666K +$639K +1,035 New
TCM
1077
Traynor Capital Management
Pennsylvania
$658K -$5.56K -9 -0.9%
IAN
1078
Integrated Advisors Network
Texas
$654K +$30.9K +50 +5%
FLPIM
1079
F.L. Putnam Investment Management
Massachusetts
$649K +$136K +221 +28%
IB
1080
Intrust Bank
Kansas
$648K +$25.3K +41 +4%
BDFN
1081
Bond & Devick Financial Network
Minnesota
$643K – – –
CBT
1082
CoreFirst Bank & Trust
Kansas
$643K – – –
PWMG
1083
Pinnacle Wealth Management Group
Michigan
$643K – – –
RC
1084
RBF Capital
California
$643K – – –
CT
1085
Caldwell Trust
Florida
$643K – – –
AWA
1086
Alta Wealth Advisors
Massachusetts
$640K +$2.47K +4 +0.4%
CA
1087
CGN Advisors
Kansas
$640K +$614K +995 New
PCA
1088
Pallas Capital Advisors
Massachusetts
$639K -$31.5K -51 -4%
BBNA
1089
Bremer Bank National Association
Minnesota
$638K – – –
1WA
1090
180 Wealth Advisors
Washington
$632K -$24.7K -40 -3%
OC
1091
Oakworth Capital
Alabama
$632K +$13.6K +22 +2%
ICP
1092
Interchange Capital Partners
Pennsylvania
$625K +$600K +972 New
CWM
1093
Chesapeake Wealth Management
Virginia
$624K +$1.85K +3 +0.3%
TWM
1094
Tolleson Wealth Management
Texas
$623K – – –
ADL
1095
Asset Dedication LLC
California
$622K +$212K +344 +55%
BOM
1096
Bank of Marin
California
$618K -$255K -413 -30%
SWM
1097
SeaCrest Wealth Management
New York
$618K -$27.8K -45 -4%
LA
1098
Lifeworks Advisors
Michigan
$618K +$593K +961 New
FNBT
1099
FineMark National Bank & Trust
Florida
$617K +$12.3K +20 +2%
DEM
1100
Disciplined Equity Management
Florida
$614K +$590K +955 New
42 43
44
45 46