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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1301
Corundum Group
Colorado
$282K -$4.93K -12 -2%
SAA
1302
Southeast Asset Advisors
Georgia
$282K +$259K +632 New
JWM
1303
Janiczek Wealth Management
Colorado
$281K +$8.21K +20 +3%
KFS
1304
Kurt F. Somerville
$281K – – –
UW
1305
Unique Wealth
Florida
$281K +$35.3K +86 +16%
MCM
1306
Manchester Capital Management
Vermont
$280K +$78.8K +192 +44%
EWA
1307
EverSource Wealth Advisors
Alabama
$279K +$32K +78 +14%
TP
1308
Tranquility Partners
Tennessee
$278K – – –
CIC
1309
Carnegie Investment Counsel
Ohio
$277K -$147K -359 -37%
BFA
1310
Bragg Financial Advisors
North Carolina
$276K -$71.8K -175 -22%
SIMG
1311
Sonora Investment Management Group
Arizona
$276K – – –
LJAC
1312
L.J. Altfest & Co
New York
$276K -$1.23K -3 -0.5%
FANJ
1313
Financial Architects (New Jersey)
New Jersey
$276K -$41.9K -102 -14%
CFP
1314
Catalyst Financial Partners
Massachusetts
$276K +$41.1K +100 +19%
BMCM
1315
Bryn Mawr Capital Management
Pennsylvania
$275K – – –
LFA
1316
Legacy Financial Advisors
Kentucky
$275K +$16.8K +41 +7%
BCA
1317
Bay Colony Advisors
Massachusetts
$274K +$821 +2 +0.3%
TA
1318
TFB Advisors
Kansas
$273K +$10.7K +26 +4%
NCM
1319
Nelson Capital Management
California
$272K – – –
SCA
1320
Southern Capital Advisors
Tennessee
$272K +$411 +1 +0.2%
TH
1321
TCTC Holdings
Texas
$272K – – –
WHCI
1322
W.H. Cornerstone Investments
Massachusetts
$271K +$250K +608 New
USCWA
1323
U.S. Capital Wealth Advisors
Texas
$270K +$33.7K +82 +16%
VBFP
1324
Valtinson Bruner Financial Planning
Minnesota
$270K – – –
CWM
1325
Concentrum Wealth Management
California
$269K -$25K -61 -9%
51 52
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