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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
1226
Mesirow Financial Investment Management
Illinois
$912K -$38.2K -53 -4%
HG
1227
Harbor Group
New Hampshire
$908K – – –
TS
1228
Triglav Skladi
Slovenia
$905K – – –
GWP
1229
Gen-Wealth Partners
Michigan
$904K -$138K -192 -13%
CBA
1230
Coastal Bridge Advisors
Connecticut
$904K -$11.5K -16 -1%
CIG
1231
Cascade Investment Group
Colorado
$904K -$745K -1,034 -44%
GSIAS
1232
Garden State Investment Advisory Services
New Jersey
$899K +$38.9K +54 +4%
NIP
1233
Nicholas Investment Partners
California
$897K – – –
PCM
1234
Park Capital Management
Wisconsin
$888K -$5.77K -8 -0.6%
GFP
1235
Gryphon Financial Partners
Ohio
$886K +$265K +367 +39%
HSA
1236
HBK Sorce Advisory
Pennsylvania
$884K -$14.4K -20 -1%
LAM
1237
L2 Asset Management
Massachusetts
$879K +$46.1K +64 +5%
ANTB
1238
AMG National Trust Bank
Colorado
$873K -$90.8K -126 -9%
FC
1239
Farringdon Capital
United Kingdom
$873K +$922K +1,279 New
HPM
1240
Hoxton Planning & Management
West Virginia
$871K -$8.65K -12 -0.9%
AW
1241
Alteri Wealth
California
$871K -$11.5K -16 -1%
WFPG
1242
Waller Financial Planning Group
Ohio
$869K – – –
IFWM
1243
Institute for Wealth Management
Colorado
$865K -$148K -206 -14%
SFC
1244
SYM Financial Corp
Indiana
$865K -$371K -515 -29%
AWM
1245
Act Wealth Management
Texas
$864K – – –
UBG
1246
United Bank (Georgia)
Georgia
$863K +$239K +331 +36%
SA
1247
Sovran Advisors
California
$860K +$58.4K +81 +7%
HT
1248
Heritage Trust
Oklahoma
$860K – – –
TPWA
1249
Twin Peaks Wealth Advisors
California
$857K -$31K -43 -3%
NAS
1250
Nicolet Advisory Services
Wisconsin
$850K +$10.1K +14 +1%
48 49
50
51 52