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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1176
Studio Investment Management
Illinois
$456K +$7.01K +16 +2%
CGA
1177
Crescent Grove Advisors
Illinois
$454K – – –
FCH
1178
Freestone Capital Holdings
Washington
$453K +$202K +462 +88%
CT
1179
Caldwell Trust
Florida
$452K -$5.25K -12 -1%
CBT
1180
CoreFirst Bank & Trust
Kansas
$449K – – –
TIA
1181
Tiemann Investment Advisors
California
$447K -$15.3K -35 -3%
WSTAM
1182
Wilbanks Smith & Thomas Asset Management
Virginia
$447K -$438 -1 -0.1%
NP
1183
NorthRock Partners
Minnesota
$446K -$60.9K -139 -13%
TPWA
1184
TRUE Private Wealth Advisors
Oregon
$444K +$88.9K +203 +27%
TWM
1185
Tolleson Wealth Management
Texas
$444K – – –
MA
1186
MONECO Advisors
Connecticut
$444K +$5.25K +12 +1%
WANY
1187
Wealthspire Advisors (New York)
New York
$444K +$18.4K +42 +5%
CD
1188
Chapin Davis
Maryland
$435K +$1.75K +4 +0.4%
BCG
1189
Breakwater Capital Group
New Jersey
$435K +$416K +949 New
RPWA
1190
Regent Peak Wealth Advisors
Georgia
$434K +$3.5K +8 +0.9%
WC
1191
Woodstock Corp
Massachusetts
$433K -$7.45K -17 -2%
JF
1192
Jump Financial
Illinois
$429K +$410K +936 New
BFA
1193
Beaumont Financial Advisors
Massachusetts
$427K +$41.2K +94 +11%
PFBT
1194
Parkside Financial Bank & Trust
Missouri
$425K +$116K +265 +40%
LIM
1195
Leavell Investment Management
Alabama
$425K – – –
WA
1196
Wealthstar Advisors
Texas
$424K – – –
MLL
1197
Moody Lynn & Lieberson
Massachusetts
$422K +$3.06K +7 +0.8%
AA
1198
Axiom Advisory
California
$419K +$876 +2 +0.2%
BHBT
1199
Burke & Herbert Bank & Trust
Virginia
$418K – – –
NAS
1200
Nicolet Advisory Services
Wisconsin
$417K +$10.1K +23 +3%
46 47
48
49 50