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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFT
1301
Alpha Family Trust
California
$588K – – –
GGI
1302
Godsey & Gibb Inc
Virginia
$588K – – –
EFG
1303
Ethos Financial Group
Pennsylvania
$588K +$116K +181 +25%
BDFN
1304
Bond & Devick Financial Network
Minnesota
$588K +$2.55K +4 +0.4%
SACTSONJ
1305
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$585K – – –
NAS
1306
Nicolet Advisory Services
Wisconsin
$585K +$98.3K +154 +20%
AA
1307
Axiom Advisory
California
$583K – – –
PEA
1308
Park Edge Advisors
Ohio
$582K -$2.55K -4 -0.4%
ETIA
1309
Epic Trust Investment Advisors
Washington
$579K +$17.9K +28 +3%
BHBT
1310
Burke & Herbert Bank & Trust
Virginia
$579K – – –
UIA
1311
Ulland Investment Advisors
Minnesota
$577K +$56.8K +89 +11%
WSCM
1312
Wellington Shields Capital Management
New York
$569K – – –
MCWA
1313
Meadow Creek Wealth Advisors
Georgia
$567K +$9.57K +15 +2%
WTB
1314
Washington Trust Bank
Washington
$567K +$23.6K +37 +4%
CFP
1315
Catalyst Financial Partners
Massachusetts
$566K +$27.4K +43 +5%
CT
1316
Clearstead Trust
Maine
$565K +$638 +1 +0.1%
PFA
1317
Pathway Financial Advisors
Vermont
$565K – – –
PL
1318
Plancorp LLC
Missouri
$562K +$14.7K +23 +3%
APW
1319
Austin Private Wealth
Texas
$560K -$8.94K -14 -2%
AC
1320
Allstate Corporation
Illinois
$555K -$22.3K -35 -4%
LOAMU
1321
Lombard Odier Asset Management (USA)
New York
$553K -$336K -527 -38%
CPC
1322
Congress Park Capital
New York
$553K -$79.8K -125 -13%
IFG
1323
Independent Financial Group
California
$550K +$33.2K +52 +7%
VC
1324
Veracity Capital
Georgia
$550K +$10.2K +16 +2%
WC
1325
Woodstock Corp
Massachusetts
$549K -$50.4K -79 -9%
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