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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
1101
AMG National Trust Bank
Colorado
$1M -$91.2K -147 -9%
ZF
1102
Zega Financial
Florida
$999K +$263K +424 +39%
AC
1103
AlphaCore Capital
California
$998K -$98K -158 -9%
SQA
1104
Simon Quick Advisors
New Jersey
$990K +$4.96K +8 +0.5%
FFO
1105
Fiduciary Family Office
Florida
$990K -$620 -1 -0.1%
CB
1106
Chris Bulman
California
$988K +$932K +1,503 New
PG
1107
Proffitt & Goodson
Tennessee
$986K +$12.4K +20 +1%
CWM
1108
Calamos Wealth Management
Illinois
$981K -$11.5M -18,615 -93%
FNBT
1109
FineMark National Bank & Trust
Florida
$981K +$115K +186 +14%
VST
1110
Van Strum & Towne
California
$977K – – –
ST
1111
Smithfield Trust
Pennsylvania
$971K -$29.2K -47 -3%
VA
1112
Verdad Advisers
Massachusetts
$965K -$172K -278 -16%
TBWA
1113
Three Bridge Wealth Advisors
California
$960K -$109K -175 -11%
AWA
1114
Arkadios Wealth Advisors
Georgia
$958K +$104K +167 +13%
ECA
1115
Elevated Capital Advisors
Utah
$952K +$75.1K +121 +9%
TAM
1116
Trillium Asset Management
Massachusetts
$952K +$2.48K +4 +0.3%
GBT
1117
Grove Bank & Trust
Florida
$949K -$4.34K -7 -0.5%
AA
1118
Ancora Advisors
Ohio
$948K +$31K +50 +4%
ATS
1119
Ashton Thomas Securities
New York
$948K +$904K +1,458 New
SA
1120
SRN Advisors
Pennsylvania
$946K – – –
TCM
1121
Teza Capital Management
Illinois
$938K +$885K +1,427 New
WP
1122
Woodline Partners
California
$932K +$880K +1,418 New
WWP
1123
WR Wealth Planners
Missouri
$931K +$16.1K +26 +2%
UWS
1124
Unique Wealth Strategies
Illinois
$929K – – –
ECU
1125
Eisler Capital (UK)
United Kingdom
$929K -$1.15M -1,852 -57%
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45
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