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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1226
Curi RMB Capital
Illinois
$332K +$40.5K +79 +13%
CBFP
1227
Cedar Brook Financial Partners
Ohio
$331K +$7.17K +14 +2%
VAM
1228
Verity Asset Management
North Carolina
$331K +$51.7K +101 +17%
ACM
1229
Advisors Capital Management
New Jersey
$331K +$76.3K +149 +28%
CAM
1230
Concorde Asset Management
Michigan
$331K +$353K +689 New
PA
1231
Procyon Advisors
Connecticut
$328K -$58.4K -114 -14%
FANJ
1232
Financial Architects (New Jersey)
New Jersey
$328K +$512 +1 +0.1%
JGUA
1233
John G. Ullman & Associates
New York
$325K – – –
AWS
1234
AJ Wealth Strategies
New York
$325K +$20K +39 +6%
CNBTD
1235
Citizens National Bank Trust Department
Mississippi
$325K +$397K +775 New
SLT
1236
St Louis Trust
Missouri
$324K – – –
GLLW
1237
Graves Light Lenhart Wealth
Virginia
$321K – – –
TPWA
1238
TRUE Private Wealth Advisors
Oregon
$320K -$38.9K -76 -10%
CWM
1239
Concentrum Wealth Management
California
$320K – – –
TWA
1240
TCI Wealth Advisors
Arizona
$318K -$34.8K -68 -9%
SB
1241
Sunflower Bank
Texas
$317K +$72.7K +142 +27%
VWM
1242
Vigilare Wealth Management
Arizona
$314K -$46.1K -90 -12%
LWMM
1243
Legacy Wealth Management (Mississippi)
Mississippi
$313K – – –
FAFN
1244
First Affirmative Financial Network
Colorado
$312K -$23K -45 -6%
BCA
1245
Bay Colony Advisors
Massachusetts
$310K -$727K -1,419 -69%
HFAS
1246
Hummer Financial Advisory Services
Illinois
$308K +$25.6K +50 +8%
SFG
1247
Synergy Financial Group
California
$307K +$1.54K +3 +0.5%
CNB
1248
Camden National Bank
Maine
$306K +$7.68K +15 +2%
AWA
1249
Arkadios Wealth Advisors
Georgia
$304K +$92.7K +181 +40%
KFS
1250
Kurt F. Somerville
$303K – – –
48 49
50
51 52