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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
1251
Amica Retiree Medical Trust
Rhode Island
$955K – – –
NSIM
1252
North Star Investment Management
Illinois
$953K – – –
NFA
1253
Northern Financial Advisors
Michigan
$952K +$10.2K +15 +1%
IAN
1254
Integrated Advisors Network
Texas
$952K +$130K +192 +19%
BHBT
1255
Burke & Herbert Bank & Trust
Virginia
$949K -$42K -62 -5%
HWA
1256
HCR Wealth Advisors
California
$949K – – –
HIA
1257
Harbor Investment Advisory
Maryland
$948K -$32.5K -48 -4%
ST
1258
Spinnaker Trust
Maine
$948K – – –
LIM
1259
Leavell Investment Management
Alabama
$945K – – –
WA
1260
Wealth Architects
California
$945K -$5.41K -8 -0.7%
CPC
1261
Congress Park Capital
New York
$937K -$60.9K -90 -7%
ACP
1262
Arcus Capital Partners
Georgia
$937K +$805K +1,190 New
BMCM
1263
Bryn Mawr Capital Management
Pennsylvania
$935K +$82.6K +122 +11%
PFBT
1264
Parkside Financial Bank & Trust
Missouri
$934K +$22.3K +33 +3%
LDB
1265
Lee, Danner & Bass
Tennessee
$933K -$353K -521 -31%
FRM
1266
Fox Run Management
Connecticut
$931K +$800K +1,182 New
NRS
1267
Neville Rodie & Shaw
New York
$929K – – –
MWM
1268
Meridian Wealth Management
Kentucky
$927K -$8.12K -12 -1%
TPWA
1269
Twin Peaks Wealth Advisors
California
$926K -$210K -310 -19%
SWA
1270
Stratos Wealth Advisors
Ohio
$923K -$5.41K -8 -0.7%
CA
1271
CoreCap Advisors
Michigan
$922K +$541K +799 +215%
VHAM
1272
Van Hulzen Asset Management
California
$918K -$4.74K -7 -0.6%
CFP
1273
Catalyst Financial Partners
Massachusetts
$916K +$46K +68 +6%
CIC
1274
Carnegie Investment Counsel
Ohio
$915K -$6.77K -10 -0.9%
MFG
1275
Magnus Financial Group
New York
$914K +$1.35K +2 +0.2%
49 50
51
52 53