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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1176
Procyon Advisors
Connecticut
$250K +$221K +510 New
VF
1177
Virtu Financial
New York
$249K +$220K +508 New
EFS
1178
Essex Financial Services
Connecticut
$248K – – –
MW
1179
Marcum Wealth
Ohio
$248K +$219K +505 New
MPW
1180
MA Private Wealth
California
$247K +$219K +504 New
GIA
1181
Guyasuta Investment Advisors
Pennsylvania
$245K +$217K +500 New
HCP
1182
Holt Capital Partners
Texas
$245K +$217K +500 New
NCM
1183
Next Capital Management
New York
$245K +$217K +500 New
OWP
1184
Obermeyer Wealth Partners
Colorado
$245K +$217K +500 New
SCP
1185
Sandhill Capital Partners
New York
$244K +$215K +497 New
ABC
1186
Associated Banc-Corp
Wisconsin
$242K +$214K +493 New
VVP
1187
Venture Visionary Partners
Ohio
$242K +$215K +495 New
SOW
1188
State of Wyoming
Wyoming
$240K +$52.9K +122 +33%
TP
1189
Tranquility Partners
Tennessee
$239K +$212K +488 New
TA
1190
Tiedemann Advisors
New York
$238K -$22.5K -52 -10%
WA
1191
Wealth Architects
California
$238K +$211K +486 New
CHAM
1192
Clear Harbor Asset Management
Connecticut
$237K +$209K +483 New
MCM
1193
Maryland Capital Management
Maryland
$236K +$209K +481 New
PAI
1194
Pittenger & Anderson Inc
Nebraska
$233K – – –
PP
1195
PDS Planning
Ohio
$233K +$206K +475 New
CA
1196
Capitolis Advisors
New York
$232K -$5.67M -13,087 -97%
QAM
1197
QCI Asset Management
New York
$232K +$206K +474 New
SSB
1198
Sandy Spring Bank
Maryland
$228K – – –
BFS
1199
Bickling Financial Services
Massachusetts
$227K +$201K +464 New
RCAG
1200
Rehmann Capital Advisory Group
Michigan
$225K +$193K +444 New
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48
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