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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1176
Asset Dedication LLC
California
$144K -$82.8K -215 -36%
FPFS
1177
First Personal Financial Services
North Carolina
$144K – – –
HI
1178
Harbour Investments
Wisconsin
$144K +$145K +376 New
SOW
1179
State of Wyoming
Wyoming
$141K +$141K +367 New
HR
1180
Howe & Rusling
New York
$138K -$9.63K -25 -6%
KFP
1181
KB Financial Partners
New Jersey
$138K +$139K +361 New
BWM
1182
BerganKDV Wealth Management
Minnesota
$134K -$13.5K -35 -9%
SPWG
1183
Sage Private Wealth Group
Illinois
$127K – – –
TFS
1184
TrustCore Financial Services
Tennessee
$116K – – –
RFA
1185
Reilly Financial Advisors
California
$114K -$5.01K -13 -4%
FPS
1186
Fieldpoint Private Securities
Connecticut
$111K -$54.3K -141 -33%
FFA
1187
Freedman Financial Associates
Massachusetts
$110K – – –
RCA
1188
Ranch Capital Advisors
Florida
$107K – – –
PB
1189
Pinnacle Bancorp
Nebraska
$105K – – –
HWA
1190
Heritage Wealth Advisors
Virginia
$103K – – –
CWM
1191
Cedar Wealth Management
California
$102K +$102K +266 New
FA
1192
Friess Associates
Delaware
$100K -$23.8M -61,838 -100%
SWA
1193
SOA Wealth Advisors
New York
$97K +$3.08K +8 +3%
HCP
1194
Hexagon Capital Partners
Arkansas
$90K +$10K +26 +12%
GRP
1195
Global Retirement Partners
California
$89K – – –
PWM
1196
Prentice Wealth Management
New York
$88K +$88.6K +230 New
DAM
1197
Delta Asset Management
Tennessee
$87K +$87.8K +228 New
IAIM
1198
International Assets Investment Management
Florida
$86K – – –
CWC
1199
Carolinas Wealth Consulting
North Carolina
$80K -$26.2K -68 -25%
ICM
1200
Islay Capital Management
Texas
$79K – – –
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