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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Concentrum Wealth Management
California
$326K – – –
YMRC
1102
Yorktown Management & Research Company
Virginia
$324K – – –
TSS
1103
Two Sigma Securities
New York
$324K +$287K +661 New
CBFP
1104
Cedar Brook Financial Partners
Ohio
$323K +$6.5K +15 +2%
WKWM
1105
Walter & Keenan Wealth Management
Indiana
$322K – – –
TFO
1106
Tarbox Family Office
California
$320K +$1.3K +3 +0.5%
SPC
1107
Sigma Planning Corp
Michigan
$319K -$50.3K -116 -15%
LWMM
1108
Legacy Wealth Management (Mississippi)
Mississippi
$319K – – –
FWM
1109
Frontier Wealth Management
Missouri
$318K -$8.67K -20 -3%
JSC
1110
Jackson Square Capital
California
$318K +$281K +649 New
VWM
1111
Vigilare Wealth Management
Arizona
$317K -$26K -60 -8%
HFAS
1112
Hummer Financial Advisory Services
Illinois
$314K – – –
VBFP
1113
Valtinson Bruner Financial Planning
Minnesota
$314K – – –
VAM
1114
Verity Asset Management
North Carolina
$312K +$6.5K +15 +2%
MC
1115
Moors & Cabot
Massachusetts
$311K -$1.73K -4 -0.6%
ADL
1116
Asset Dedication LLC
California
$310K +$111K +257 +68%
KFS
1117
Kurt F. Somerville
$309K – – –
MA
1118
MJP Associates
Connecticut
$307K -$22.5K -52 -8%
AC
1119
Abbrea Capital
California
$307K – – –
WFA
1120
Wade Financial Advisory
California
$307K +$1.73K +4 +0.6%
RIG
1121
RiverFront Investment Group
Virginia
$307K +$17.3K +40 +7%
JF
1122
Jump Financial
Illinois
$305K -$494K -1,140 -65%
TNBTD
1123
Trustmark National Bank Trust Department
Mississippi
$305K – – –
SIM
1124
Sonora Investment Management
Arizona
$304K -$1.73K -4 -0.6%
FANJ
1125
Financial Architects (New Jersey)
New Jersey
$302K – – –
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