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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1276
Southeast Asset Advisors
Georgia
$652K +$166K +260 +33%
WBG
1277
Wharton Business Group
Pennsylvania
$650K – – –
APW
1278
Aventura Private Wealth
Florida
$645K +$656K +1,026 New
AAS
1279
Ameritas Advisory Services
Nebraska
$639K +$423K +662 +187%
GWM
1280
Geneos Wealth Management
Colorado
$638K +$5.11K +8 +0.8%
APP
1281
Avantax Planning Partners
Iowa
$636K +$108K +169 +20%
NFG
1282
Nations Financial Group
Iowa
$634K -$5.11K -8 -0.8%
EWM
1283
Evercore Wealth Management
New York
$629K – – –
CP
1284
Cumberland Partners
Ontario, Canada
$629K -$1.12M -1,750 -64%
RC
1285
RBF Capital
California
$629K – – –
PW
1286
Paladin Wealth
Minnesota
$627K +$76.7K +120 +14%
WIA
1287
World Investment Advisors
California
$625K +$428K +670 +207%
PCTC
1288
Perkins Coie Trust Company
Washington
$623K – – –
NCFG
1289
New Century Financial Group
New Jersey
$621K -$141K -221 -18%
WWM
1290
Whalen Wealth Management
Nevada
$621K +$631K +988 New
CT
1291
Caldwell Trust
Florida
$620K – – –
EDRH
1292
Edmond de Rothschild Holding
Switzerland
$618K -$10.2K -16 -2%
RWM
1293
Rockline Wealth Management
New York
$617K +$33.9K +53 +6%
GLR
1294
Great Lakes Retirement
Ohio
$614K -$44.1K -69 -7%
GBT
1295
Grove Bank & Trust
Florida
$613K +$27.5K +43 +5%
TWM
1296
Tolleson Wealth Management
Texas
$613K +$3.83K +6 +0.6%
SMA
1297
Seven Mile Advisory
New Jersey
$612K -$57.5K -90 -8%
OAM
1298
Oxford Asset Management
United Kingdom
$610K +$318K +497 +105%
PWP
1299
Precedent Wealth Partners
Texas
$605K +$58.1K +91 +10%
NG
1300
Novem Group
New York
$605K +$615K +962 New
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