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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CBTWT
1126
Community Bank & Trust (Waco, Texas)
Texas
$985K -$1.92K -3 -0.2%
PHAM
1127
Palisades Hudson Asset Management
Florida
$982K – – –
ATS
1128
Ashton Thomas Securities
New York
$979K +$25.6K +40 +3%
KWM
1129
Kingsview Wealth Management
Oregon
$977K -$13.4K -21 -1%
SA
1130
SRN Advisors
Pennsylvania
$972K +$99K +155 +11%
CSPIA
1131
Cary Street Partners Investment Advisory
Virginia
$967K -$14.3M -22,338 -94%
SVWAG
1132
Sound View Wealth Advisors Group
Georgia
$961K -$1.72M -2,692 -64%
WSCM
1133
Wellington Shields Capital Management
New York
$958K – – –
NB
1134
NBT Bank
New York
$957K -$639 -1 -0.1%
FNBT
1135
FineMark National Bank & Trust
Florida
$948K +$17.3K +27 +2%
CB
1136
Chris Bulman
California
$946K -$9.59K -15 -1%
ARMT
1137
Amica Retiree Medical Trust
Rhode Island
$944K -$259K -405 -21%
IFWM
1138
Institute for Wealth Management
Colorado
$938K +$88.2K +138 +10%
VST
1139
Van Strum & Towne
California
$934K – – –
TWP
1140
Tyche Wealth Partners
Texas
$932K +$948K +1,484 New
HIMC
1141
Heritage Investors Management Corp
Maryland
$932K -$42.8K -67 -4%
ST
1142
Smithfield Trust
Pennsylvania
$932K -$3.19K -5 -0.3%
FFBTD
1143
First Financial Bank - Trust Division
Ohio
$931K – – –
PCG
1144
Prosperity Consulting Group
Maryland
$925K +$72.2K +113 +8%
QWM
1145
Quadcap Wealth Management
Texas
$924K +$80.5K +126 +9%
EB
1146
Eastern Bank
Massachusetts
$924K +$24.9K +39 +3%
LCGC
1147
Legacy Capital Group California
California
$923K -$31.3K -49 -3%
ANTB
1148
AMG National Trust Bank
Colorado
$921K +$37.1K +58 +4%
ZI
1149
ZEGA Investments
Florida
$912K +$974K +1,525 New
FFM
1150
Forum Financial Management
Illinois
$911K +$212K +331 +30%
44 45
46
47 48