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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1201
Heritage Wealth Advisors
Virginia
$794K -$183K -287 -19%
GAM
1202
Gotham Asset Management
New York
$794K -$1.62M -2,536 -67%
HIA
1203
Harbor Investment Advisory
Maryland
$790K -$49.8K -78 -6%
GSIAS
1204
Garden State Investment Advisory Services
New Jersey
$790K +$17.9K +28 +2%
LIM
1205
Leavell Investment Management
Alabama
$786K -$49.8K -78 -6%
AFT
1206
Alpha Family Trust
California
$786K +$220K +345 +38%
VCA
1207
Verdence Capital Advisors
Maryland
$785K -$17.3K -27 -2%
PI
1208
PFG Investments
New York
$782K -$12.8K -20 -2%
GWP
1209
Gen-Wealth Partners
Michigan
$776K +$180K +281 +29%
PP
1210
PDS Planning
Ohio
$776K -$26.8K -42 -3%
MA
1211
MONECO Advisors
Connecticut
$773K +$73.5K +115 +10%
CPA
1212
Cardiff Park Advisors
California
$771K – – –
KRSITF
1213
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$770K +$1.16M +1,810 +22%
RH
1214
RFG Holdings
Texas
$768K +$105K +164 +16%
BCA
1215
Bay Colony Advisors
Massachusetts
$764K +$157K +245 +25%
PDL
1216
Portfolio Design Labs
California
$764K +$210K +329 +37%
MWM
1217
Meridian Wealth Management
Kentucky
$762K +$32.6K +51 +4%
RPWA
1218
Regent Peak Wealth Advisors
Georgia
$762K -$12.1K -19 -2%
ST
1219
Spinnaker Trust
Maine
$761K -$1.92K -3 -0.2%
NSIM
1220
North Star Investment Management
Illinois
$760K – – –
SB
1221
Strategic Blueprint
Georgia
$760K +$26.8K +42 +4%
JSW
1222
Journey Strategic Wealth
New Jersey
$754K -$5.11K -8 -0.7%
SC
1223
Scratch Capital
Idaho
$754K +$767K +1,200 New
NFA
1224
Northern Financial Advisors
Michigan
$752K -$90.7K -142 -11%
CWM
1225
Connecticut Wealth Management
Connecticut
$751K +$16.6K +26 +2%
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