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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1101
Carnegie Investment Counsel
Ohio
$394K -$141K -326 -24%
AC
1102
Avestar Capital
New York
$394K +$80.3K +186 +22%
AWA
1103
Aaron Wealth Advisors
Illinois
$393K +$115K +266 +36%
CGA
1104
Crescent Grove Advisors
Illinois
$390K -$21.6K -50 -5%
WC
1105
Woodstock Corp
Massachusetts
$388K – – –
BCM
1106
Bayesian Capital Management
New York
$387K -$423K -979 -50%
LOAMU
1107
Lombard Odier Asset Management (USA)
New York
$387K -$43.2K -100 -9%
PWMG
1108
Pinnacle Wealth Management Group
Michigan
$387K – – –
RC
1109
RBF Capital
California
$387K – – –
IIM
1110
Intact Investment Management
Quebec, Canada
$387K +$130K +300 +43%
CT
1111
Caldwell Trust
Florida
$387K – – –
IWC
1112
Integrated Wealth Concepts
Massachusetts
$385K +$55.3K +128 +15%
LFA
1113
Legacy Financial Advisors
Kentucky
$384K +$84.2K +195 +24%
MLL
1114
Moody Lynn & Lieberson
Massachusetts
$383K – – –
WSTAM
1115
Wilbanks Smith & Thomas Asset Management
Virginia
$383K – – –
CBT
1116
CoreFirst Bank & Trust
Kansas
$380K -$8.64K -20 -2%
RPWA
1117
Regent Peak Wealth Advisors
Georgia
$379K +$25.1K +58 +6%
OIA
1118
OneDigital Investment Advisors
Kansas
$376K +$13K +30 +3%
TWM
1119
Tolleson Wealth Management
Texas
$375K – – –
WKWM
1120
Walter & Keenan Wealth Management
Indiana
$374K +$3.46K +8 +0.8%
HPWM
1121
Highland Private Wealth Management
Washington
$374K +$67K +155 +19%
TL
1122
Tradewinds LLC
North Carolina
$368K +$10.4K +24 +3%
NMG
1123
New Millennium Group
Utah
$367K -$3.89K -9 -0.9%
CA
1124
Calton & Associates
Florida
$367K -$1.73K -4 -0.4%
CCA
1125
Childress Capital Advisors
Texas
$366K +$2.59K +6 +0.7%
43 44
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46 47