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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1101
Walter & Keenan Wealth Management
Indiana
$369K – – –
CA
1102
Calton & Associates
Florida
$367K -$5.8K -14 -1%
SCM
1103
Stevens Capital Management
Pennsylvania
$365K +$192K +464 +96%
JAG
1104
Journey Advisory Group
Kentucky
$364K +$8.7K +21 +3%
WFI
1105
West Family Investments
California
$363K +$18.6K +45 +5%
OIA
1106
OneDigital Investment Advisors
Kansas
$362K -$41K -99 -10%
GCP
1107
Gill Capital Partners
Colorado
$362K – – –
AWM
1108
Avitas Wealth Management
California
$360K -$60.5K -146 -14%
OIS
1109
Okabena Investment Services
Minnesota
$360K – – –
BHBT
1110
Burke & Herbert Bank & Trust
Virginia
$359K -$22.4K -54 -5%
EWM
1111
Evercore Wealth Management
New York
$358K – – –
KP
1112
Keel Point
Alabama
$357K -$54.2K -131 -15%
WA
1113
Wealthstar Advisors
Texas
$357K – – –
WANY
1114
Wealthspire Advisors (New York)
New York
$357K +$8.7K +21 +2%
TL
1115
Tradewinds LLC
North Carolina
$357K +$383K +925 New
MS
1116
Maven Securities
Jersey
$355K +$14.1K +34 +4%
RPWA
1117
Regent Peak Wealth Advisors
Georgia
$355K +$16.6K +40 +5%
CWM
1118
Chesapeake Wealth Management
Virginia
$354K -$6.21K -15 -2%
IIC
1119
Integrated Investment Consultants
Michigan
$353K -$78.3K -189 -17%
AC
1120
ASB Consultores
Florida
$352K -$356K -860 -49%
DS
1121
DRW Securities
Illinois
$351K +$377K +910 New
WAG
1122
Winthrop Advisory Group
Massachusetts
$350K -$5.8K -14 -2%
SIC
1123
Samalin Investment Counsel
New York
$350K +$828 +2 +0.2%
MCWA
1124
Meadow Creek Wealth Advisors
Georgia
$348K -$72K -174 -16%
BDFN
1125
Bond & Devick Financial Network
Minnesota
$347K – – –
43 44
45
46 47