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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1276
Cerro Pacific Wealth Advisors
California
$527K +$18.6K +39 +3%
NSIM
1277
North Star Investment Management
Illinois
$527K -$4.29K -9 -0.7%
T
1278
TOBAM
France
$524K +$578K +1,212 New
MWM
1279
Modern Wealth Management
Kansas
$524K -$42.5K -89 -7%
DCM
1280
DGS Capital Management
New Jersey
$523K +$116K +244 +25%
HPM
1281
Hoxton Planning & Management
West Virginia
$521K -$28.1K -59 -5%
EFS
1282
Essex Financial Services
Connecticut
$521K -$95.4K -200 -14%
PWP
1283
Principle Wealth Partners
Connecticut
$517K -$105K -220 -16%
FNT
1284
First National Trust
Pennsylvania
$516K -$33.4K -70 -6%
TWM
1285
Trueblood Wealth Management
Ohio
$509K -$464K -973 -45%
HCA
1286
Hardworking Capital Advisors
California
$509K +$176K +370 +46%
ACS
1287
Archford Capital Strategies
Illinois
$507K -$139K -291 -20%
ST
1288
Spinnaker Trust
Maine
$506K -$47.7K -100 -8%
IAN
1289
Integrated Advisors Network
Texas
$506K +$33.9K +71 +6%
WC
1290
Waterloo Capital
Texas
$503K +$32.9K +69 +6%
CG
1291
Carmignac Gestion
France
$503K -$3.82M -8,015 -87%
SEA
1292
Stegent Equity Advisors
Texas
$503K +$207K +434 +60%
FWP
1293
Forefront Wealth Partners
Texas
$502K +$554K +1,161 New
BMO
1294
Beck Mack & Oliver
New York
$500K +$552K +1,157 New
MFG
1295
Magnus Financial Group
New York
$499K -$40.5K -85 -7%
CIC
1296
Carnegie Investment Counsel
Ohio
$497K -$44.4K -93 -7%
VFA
1297
Values First Advisors
Tennessee
$494K +$15.7K +33 +3%
SAG
1298
SageView Advisory Group
California
$494K +$171K +358 +46%
LWL
1299
Leo Wealth LLC
Texas
$493K +$156K +327 +40%
CLOS
1300
Compagnie Lombard Odier SCmA
Switzerland
$493K – – –
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