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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1201
GeoWealth Management
Illinois
$305K -$328K -826 -51%
CWM
1202
Chesapeake Wealth Management
Virginia
$305K -$15.9K -40 -5%
LB
1203
Legacy Bridge
Iowa
$304K +$34.5K +87 +13%
GBT
1204
Grove Bank & Trust
Florida
$304K +$5.55K +14 +2%
SPC
1205
Sigma Planning Corp
Michigan
$303K -$50K -126 -14%
TWA
1206
TCI Wealth Advisors
Arizona
$303K +$38.5K +97 +14%
AR
1207
Apeiron RIA
Texas
$301K +$5.16K +13 +2%
RFM
1208
Royal Fund Management
Florida
$301K – – –
FBA
1209
Front Barnett Associates
Illinois
$300K – – –
CT
1210
Coastline Trust
Rhode Island
$299K -$155K -390 -34%
PSP
1211
Principal Street Partners
Tennessee
$298K +$55.9K +141 +23%
PL
1212
Plancorp LLC
Missouri
$297K +$2.38K +6 +0.8%
VC
1213
Veery Capital
Delaware
$296K -$12.3K -31 -4%
HIA
1214
Harbor Investment Advisory
Maryland
$296K +$100K +253 +50%
OCM
1215
Orchard Capital Management
Illinois
$295K – – –
HHGA
1216
Halbert Hargrove Global Advisors
California
$294K +$6.74K +17 +2%
AWA
1217
Aaron Wealth Advisors
Illinois
$294K -$103K -260 -26%
TPWA
1218
TRUE Private Wealth Advisors
Oregon
$294K +$46.8K +118 +19%
STA
1219
Summit Trail Advisors
New York
$293K +$22.6K +57 +8%
GCP
1220
Gill Capital Partners
Colorado
$293K – – –
TBWA
1221
Three Bridge Wealth Advisors
California
$291K -$1.03M -2,602 -78%
RF
1222
RHS Financial
California
$290K -$36.9K -93 -11%
TAM
1223
Trillium Asset Management
Massachusetts
$290K +$296K +746 New
TFF
1224
The Family Firm
Maryland
$289K +$397 +1 +0.1%
IFS
1225
Ifrah Financial Services
Arkansas
$288K -$6.74K -17 -2%
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