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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1226
Vigilare Wealth Management
Arizona
$265K -$15.1K -35 -5%
GDP
1227
Great Diamond Partners
Maine
$265K +$7.78K +18 +3%
TWA
1228
TCI Wealth Advisors
Arizona
$264K -$47.1K -109 -14%
EWA
1229
EverSource Wealth Advisors
Alabama
$264K +$86.8K +201 +42%
IDA
1230
Intelligence Driven Advisers
California
$263K -$36.7K -85 -12%
XS
1231
XR Securities
Illinois
$262K +$292K +677 New
MOS
1232
MGO One Seven
Ohio
$261K -$3.02K -7 -1%
JGUA
1233
John G. Ullman & Associates
New York
$261K – – –
CWM
1234
Concentrum Wealth Management
California
$258K – – –
BB
1235
Berkshire Bank
Massachusetts
$257K +$287K +664 New
SLT
1236
St Louis Trust
Missouri
$256K – – –
GRP
1237
Global Retirement Partners
California
$255K +$30.7K +71 +13%
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$255K +$34.6K +80 +14%
LOAMS
1239
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K -$421K -975 -60%
FAFN
1240
First Affirmative Financial Network
Colorado
$253K +$2.59K +6 +0.9%
MC
1241
Machina Capital
France
$253K +$282K +653 New
LA
1242
Lifeworks Advisors
Michigan
$251K -$816K -1,888 -76%
T
1243
TCWP
Ohio
$249K -$31.5K -73 -10%
HFAS
1244
Hummer Financial Advisory Services
Illinois
$248K – – –
CNB
1245
Camden National Bank
Maine
$247K – – –
CFG
1246
Cooper Financial Group
California
$247K +$19K +44 +7%
WWM
1247
Western Wealth Management
Colorado
$247K +$277K +642 New
WWP
1248
WR Wealth Planners
Missouri
$247K +$114K +264 +71%
TPWA
1249
TRUE Private Wealth Advisors
Oregon
$246K +$14.3K +33 +5%
RSWM
1250
Robertson Stephens Wealth Management
California
$245K +$274K +634 New
48 49
50
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