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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1326
Founders Financial Securities
Maryland
$567K +$88.7K +143 +20%
CCS
1327
Concentric Capital Strategies
Connecticut
$566K +$534K +861 New
MC
1328
Machina Capital
France
$562K +$530K +855 New
RWM
1329
Rockline Wealth Management
New York
$561K +$19.2K +31 +4%
GWMR
1330
GC Wealth Management RIA
Massachusetts
$557K -$113K -182 -18%
AGWCA
1331
Annis Gardner Whiting Capital Advisors
Florida
$555K +$21.1K +34 +4%
CAG
1332
Csenge Advisory Group
Florida
$554K +$74.4K +120 +17%
CBT
1333
CoreFirst Bank & Trust
Kansas
$553K – – –
KWM
1334
KFG Wealth Management
Indiana
$552K +$19.2K +31 +4%
OC
1335
Oakworth Capital
Alabama
$549K +$3.1K +5 +0.6%
NFG
1336
Nations Financial Group
Iowa
$547K +$44.7K +72 +9%
BWP
1337
Baldwin Wealth Partners
Massachusetts
$545K -$248K -400 -33%
WC
1338
Woodstock Corp
Massachusetts
$544K -$9.92K -16 -2%
CCG
1339
Catalina Capital Group
California
$543K +$33.5K +54 +7%
SB
1340
Simmons Bank
Arkansas
$541K +$1.24K +2 +0.2%
CH
1341
Cromwell Holdings
Wyoming
$541K +$510K +823 New
HBT
1342
Hills Bank & Trust
Iowa
$540K +$91.2K +147 +22%
AOWM
1343
Alpha Omega Wealth Management
Virginia
$533K -$4.96K -8 -1%
BG
1344
Bahl & Gaynor
Ohio
$533K – – –
LB
1345
Legacy Bridge
Iowa
$530K – – –
BLAM
1346
Bourne Lent Asset Management
New York
$529K – – –
FA
1347
Faithward Advisors
Pennsylvania
$528K -$10.5K -17 -2%
CIM
1348
Contravisory Investment Management
Massachusetts
$527K +$15.5K +25 +3%
SL
1349
SFM LLC
New Hampshire
$527K -$11.8K -19 -2%
MIAS
1350
Mason Investment Advisory Services
Virginia
$527K +$620 +1 +0.1%
52 53
54
55 56