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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
1201
Edmond de Rothschild Holding
Switzerland
$470K – – –
TWA
1202
TCI Wealth Advisors
Arizona
$469K -$148K -240 -25%
TFF
1203
The Family Firm
Maryland
$468K – – –
GA
1204
Geller Advisors
New York
$468K +$10.5K +17 +2%
JBA
1205
Johnson Bixby & Associates
Washington
$466K – – –
AP
1206
Americana Partners
Texas
$464K -$58K -94 -12%
SAM
1207
Stansberry Asset Management
Texas
$462K +$116K +188 +36%
BWP
1208
Bernardo Wealth Planning
Pennsylvania
$461K – – –
GEA
1209
Glen Eagle Advisors
New Jersey
$453K +$244K +396 +128%
HHGA
1210
Halbert Hargrove Global Advisors
California
$452K -$11.1K -18 -3%
IPAM
1211
ICICI Prudential Asset Management
India
$449K +$431K +698 New
MCWA
1212
Meadow Creek Wealth Advisors
Georgia
$449K +$431K +699 New
OA
1213
Oxbow Advisors
Texas
$448K +$128K +207 +42%
CIM
1214
CIM Investment Management
Pennsylvania
$448K +$430K +697 New
LB
1215
Legacy Bridge
Iowa
$447K -$77.2K -125 -15%
FAFN
1216
First Affirmative Financial Network
Colorado
$447K -$5.56K -9 -1%
SAM
1217
Silphium Asset Management
United Kingdom
$446K -$340K -550 -44%
NFSG
1218
Newbridge Financial Services Group
Florida
$445K -$4.94K -8 -1%
CWM
1219
Circle Wealth Management
New Jersey
$445K +$9.26K +15 +2%
AC
1220
Abbrea Capital
California
$441K – – –
WKWM
1221
Walter & Keenan Wealth Management
Indiana
$439K – – –
CIM
1222
Contravisory Investment Management
Massachusetts
$438K -$26.5K -43 -6%
FANJ
1223
Financial Architects (New Jersey)
New Jersey
$438K +$39.5K +64 +10%
EFS
1224
Essex Financial Services
Connecticut
$437K – – –
AWM
1225
Aevitas Wealth Management
Massachusetts
$436K – – –
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