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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1151
Harbor Group
New Hampshire
$873K – – –
FF
1152
Fluent Financial
Texas
$869K +$255K +411 +45%
PFG
1153
PAX Financial Group
Texas
$868K +$81.9K +132 +11%
KP
1154
Keel Point
Alabama
$867K -$17.4K -28 -2%
MCC
1155
Money Concepts Capital
Florida
$859K +$44.7K +72 +6%
PA
1156
Pinnacle Associates
New York
$859K -$51.5K -83 -6%
EB
1157
Eastern Bank
Massachusetts
$856K -$6.2K -10 -0.8%
IAN
1158
Integrated Advisors Network
Texas
$849K -$13.6K -22 -2%
BHBT
1159
Burke & Herbert Bank & Trust
Virginia
$848K +$249K +401 +45%
MFIM
1160
Mesirow Financial Investment Management
Illinois
$847K -$63.9K -103 -7%
TPWA
1161
TRUE Private Wealth Advisors
Oregon
$840K +$30.4K +49 +4%
FAFN
1162
First Affirmative Financial Network
Colorado
$839K -$17.4K -28 -2%
VCA
1163
Verdence Capital Advisors
Maryland
$839K -$62K -100 -7%
SHFA
1164
SS&H Financial Advisors
Michigan
$837K – – –
ST
1165
Spinnaker Trust
Maine
$835K – – –
FCP
1166
Fidelis Capital Partners
Florida
$834K -$76.3K -123 -8%
EFS
1167
Essex Financial Services
Connecticut
$833K +$190K +307 +30%
AWM
1168
Act Wealth Management
Texas
$831K – – –
NHT
1169
New Hampshire Trust
New Hampshire
$827K – – –
HPM
1170
Hoxton Planning & Management
West Virginia
$826K -$13.6K -22 -2%
GA
1171
Geller Advisors
New York
$825K +$3.1K +5 +0.4%
CWP
1172
Curated Wealth Partners
California
$822K +$776K +1,251 New
EDRH
1173
Edmond de Rothschild Holding
Switzerland
$820K -$149K -240 -16%
CPA
1174
Cardiff Park Advisors
California
$818K -$2.48K -4 -0.3%
CWM
1175
Connecticut Wealth Management
Connecticut
$816K -$406K -654 -34%
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47
48 49