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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1251
Capstone Financial Advisors
Illinois
$274K +$174K +500 +91%
IB
1252
Intrust Bank
Kansas
$272K -$386K -1,107 -51%
ICP
1253
Interchange Capital Partners
Pennsylvania
$272K +$112K +322 +45%
PCA
1254
Pallas Capital Advisors
Massachusetts
$272K -$392K -1,126 -52%
AWM
1255
Avior Wealth Management
Nebraska
$271K -$80.1K -230 -18%
RWP
1256
Revolve Wealth Partners
New Jersey
$271K +$65.5K +188 +22%
WBG
1257
Wharton Business Group
Pennsylvania
$270K – – –
DWM
1258
Drive Wealth Management
Utah
$270K -$116K -332 -24%
RWB
1259
RMR Wealth Builders
New Jersey
$270K -$110K -317 -23%
MWM
1260
Mosley Wealth Management
California
$268K +$346K +992 +2,918%
CIC
1261
Chilton Investment Company
Connecticut
$266K -$2.08M -5,982 -85%
TCM
1262
Traynor Capital Management
Pennsylvania
$266K +$59.9K +172 +20%
NHT
1263
New Hampshire Trust
New Hampshire
$266K -$26.5K -76 -7%
BCM
1264
Boltwood Capital Management
California
$266K +$152K +435 +75%
TTIC
1265
Tower Trust & Investment Company
Iowa
$265K -$79.4K -228 -18%
TWM
1266
Trevian Wealth Management
Massachusetts
$264K -$348 -1 -0.1%
PWP
1267
Principle Wealth Partners
Connecticut
$263K -$65.5K -188 -16%
PWP
1268
Ponta Wealth Partners
Florida
$263K +$186K +535 +113%
CAM
1269
Claret Asset Management
Quebec, Canada
$263K +$351K +1,009 New
CPWA
1270
Cerro Pacific Wealth Advisors
California
$263K -$73.5K -211 -17%
FA
1271
Financial Avengers
California
$262K +$350K +1,005 New
KIA
1272
KCM Investment Advisors
California
$262K +$53.3K +153 +18%
TPI
1273
Trust Point Inc
Wisconsin
$262K -$180K -516 -34%
RC
1274
RBF Capital
California
$261K – – –
LCS
1275
Levin Capital Strategies
New York
$261K +$174K +500 +100%
49 50
51
52 53