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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1201
Glenview Trust
Kentucky
$764K -$22.9K -37 -3%
MIS
1202
Morningstar Investment Services
Illinois
$764K +$35.4K +57 +5%
RPWA
1203
Regent Peak Wealth Advisors
Georgia
$761K +$19.2K +31 +3%
CF
1204
Cyr Financial
Illinois
$760K +$718K +1,157 New
AWA
1205
Alta Wealth Advisors
Massachusetts
$757K -$14.3K -23 -2%
SLG
1206
Stanley-Laman Group
Pennsylvania
$756K – – –
AWM
1207
Avitas Wealth Management
California
$755K -$39.1K -63 -5%
NCFG
1208
New Century Financial Group
New Jersey
$755K +$244K +394 +52%
RMCM
1209
Reynders McVeigh Capital Management
Massachusetts
$755K -$620 -1 -0.1%
SFCL
1210
Strengthening Families & Communities LLC
Massachusetts
$754K +$712K +1,148 New
VF
1211
Vest Financial
Virginia
$754K +$117K +189 +20%
1SB
1212
1ST Source Bank
Indiana
$753K -$52.1K -84 -7%
TSMHT
1213
Thurston Springer Miller Herd & Titak
Indiana
$753K +$710K +1,144 New
SB
1214
Strategic Blueprint
Georgia
$753K +$102K +165 +17%
FAIM
1215
Financial Advocates Investment Management
Washington
$747K +$90.6K +146 +15%
AWM
1216
Accurate Wealth Management
Florida
$746K +$158K +255 +29%
CRI
1217
Colonial River Investments
Virginia
$745K +$4.96K +8 +0.7%
BCG
1218
Breakwater Capital Group
New Jersey
$744K +$2.48K +4 +0.4%
MFG
1219
Magnus Financial Group
New York
$743K +$620 +1 +0.1%
CWM
1220
Concentric Wealth Management
California
$736K – – –
HCS
1221
Himension Capital (Singapore)
Singapore
$733K +$692K +1,115 New
FFM
1222
Forum Financial Management
Illinois
$730K -$3.1K -5 -0.4%
BFA
1223
Beaumont Financial Advisors
Massachusetts
$730K +$1.86K +3 +0.3%
MA
1224
MONECO Advisors
Connecticut
$729K +$177K +285 +35%
LFA
1225
Legacy Financial Advisors
Kentucky
$727K +$14.9K +24 +2%
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