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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1176
Sargent Investment Group
Maryland
$348K -$14.3K -41 -3%
MWM
1177
Modern Wealth Management
Kansas
$347K +$34.1K +98 +8%
IFG
1178
Independent Financial Group
California
$340K -$12.2K -35 -3%
CWG
1179
Cornerstone Wealth Group
North Carolina
$340K -$2.67M -7,651 -85%
HCP
1180
Holt Capital Partners
Texas
$340K +$69.7K +200 +18%
BF
1181
Brucke Financial
Indiana
$340K +$83.3K +239 +22%
SL
1182
Sentinus LLC
Illinois
$338K -$2.79K -8 -0.6%
NG
1183
Navigation Group
California
$336K – – –
PCM
1184
Palisade Capital Management
New Jersey
$336K -$74.5K -214 -14%
RWA
1185
Rooted Wealth Advisors
Illinois
$336K +$205K +589 +84%
DE
1186
Diversified Enterprises
Delaware
$335K -$1.74K -5 -0.4%
WA
1187
Waddell & Associates
Tennessee
$334K -$62.7K -180 -12%
PL
1188
Parthenon LLC
Kentucky
$333K – – –
WFPG
1189
Waller Financial Planning Group
Ohio
$332K – – –
WAM
1190
Weatherly Asset Management
California
$332K -$56.8K -163 -11%
BWFA
1191
Baltimore-Washington Financial Advisors
Maryland
$331K – – –
EP
1192
Essential Partners
California
$331K +$129K +371 +41%
SLA
1193
Silver Lake Advisory
Utah
$331K -$34.8K -100 -7%
OIA
1194
OneDigital Investment Advisors
Kansas
$330K -$396K -1,136 -47%
TC
1195
TwinBeech Capital
New York
$330K +$440K +1,264 New
HT
1196
Heritage Trust
Oklahoma
$330K -$3.83K -11 -0.9%
PCM
1197
Park Capital Management
Wisconsin
$329K -$51.6K -148 -11%
GWA
1198
Gratus Wealth Advisors
Virginia
$329K -$4.53K -13 -1%
AWM
1199
Aprio Wealth Management
Georgia
$329K -$89.9K -258 -17%
JMFC
1200
J.M. Forbes & Co
Massachusetts
$329K -$131K -375 -23%
46 47
48
49 50