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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1326
Transcend Capital Advisors
New Jersey
$238K -$513K -1,474 -62%
WC
1327
Wexford Capital
Florida
$237K +$317K +909 New
IFWM
1328
Institute for Wealth Management
Colorado
$236K -$123K -354 -28%
GGI
1329
Godsey & Gibb Inc
Virginia
$236K – – –
BDFN
1330
Bond & Devick Financial Network
Minnesota
$236K – – –
CFO
1331
Cambient Family Office
Michigan
$236K +$49.8K +143 +19%
PCM
1332
PenderFund Capital Management
British Columbia, Canada
$235K – – –
RPWA
1333
Regent Peak Wealth Advisors
Georgia
$235K -$38.7K -111 -11%
XWL
1334
XXI Wealth LLC
Illinois
$235K +$23.3K +67 +8%
NWAG
1335
Net Worth Advisory Group
Utah
$234K -$589K -1,692 -65%
1SB
1336
1ST Source Bank
Indiana
$234K -$27.2K -78 -8%
FAM
1337
Formidable Asset Management
Ohio
$234K – – –
KFAS
1338
Keating Financial Advisory Services
Kansas
$234K -$25.8K -74 -8%
ZIM
1339
Zacks Investment Management
Illinois
$234K -$182K -523 -37%
CWM
1340
Connecticut Wealth Management
Connecticut
$232K -$10.4K -30 -3%
PG
1341
Prostatis Group
Maryland
$232K +$309K +888 New
AC
1342
AXQ Capital
New Jersey
$232K +$309K +888 New
PI
1343
Pettee Investors
Connecticut
$231K -$40.1K -115 -11%
CCFM
1344
Clear Creek Financial Management
Washington
$231K +$18.1K +52 +6%
PWM
1345
Prentice Wealth Management
New York
$229K +$697 +2 +0.2%
PFG
1346
PAX Financial Group
Texas
$229K +$8.71K +25 +3%
TC
1347
Tannin Capital
North Carolina
$229K +$305K +876 New
AWM
1348
Avaii Wealth Management
Wisconsin
$228K +$96.1K +276 +46%
SOAM
1349
SBI Okasan Asset Management
Japan
$226K -$697K -2,000 -70%
TL
1350
Tradewinds LLC
North Carolina
$226K +$537K +1,541 +242%
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