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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1226
Fortis Advisors
Pennsylvania
$196K – – –
ALAM
1227
Asahi Life Asset Management
Japan
$196K +$173K +400 New
AWM
1228
Atticus Wealth Management
Florida
$195K – – –
LC
1229
Lindbrook Capital
California
$195K +$4.77K +11 +3%
AWA
1230
Arkadios Wealth Advisors
Georgia
$189K -$102K -235 -38%
CFA
1231
Carroll Financial Associates
North Carolina
$185K -$166K -383 -50%
FPFS
1232
First Personal Financial Services
North Carolina
$184K – – –
SWA
1233
SOA Wealth Advisors
New York
$184K +$52.5K +121 +47%
TFS
1234
TrustCore Financial Services
Tennessee
$183K +$29.9K +69 +23%
HR
1235
Howe & Rusling
New York
$176K – – –
CFO
1236
CVA Family Office
Colorado
$175K +$68.5K +158 +80%
BWM
1237
BerganKDV Wealth Management
Minnesota
$171K – – –
PWM
1238
Prentice Wealth Management
New York
$168K +$49K +113 +49%
SPWG
1239
Sage Private Wealth Group
Illinois
$163K – – –
FPS
1240
Fieldpoint Private Securities
Connecticut
$156K +$2.6K +6 +2%
RFA
1241
Reilly Financial Advisors
California
$146K – – –
KFP
1242
KB Financial Partners
New Jersey
$143K -$29.9K -69 -19%
CWM
1243
Cedar Wealth Management
California
$142K +$10.4K +24 +9%
MPWT
1244
MassMutual Private Wealth & Trust
Connecticut
$142K +$37.3K +86 +42%
FFA
1245
Freedman Financial Associates
Massachusetts
$141K – – –
RCA
1246
Ranch Capital Advisors
Florida
$137K – – –
PB
1247
Pinnacle Bancorp
Nebraska
$134K – – –
HWA
1248
Heritage Wealth Advisors
Virginia
$131K – – –
CC
1249
Corsicana & Co
Texas
$130K +$115K +265 New
DFCM
1250
Dark Forest Capital Management
Puerto Rico
$126K +$111K +257 New
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