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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1351
XML Financial
Maryland
$202K – – –
CFP
1352
Catalyst Financial Partners
Massachusetts
$202K +$205K +518 New
SIM
1353
SSI Investment Management
California
$202K – – –
CT
1354
Colonial Trust
South Carolina
$199K -$15.1K -38 -7%
MHR
1355
Matthew Hamilton Rosenberg
$191K +$5.95K +15 +3%
JFGIW
1356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K +$31.3K +79 +19%
TWA
1357
Tandem Wealth Advisors
Arizona
$186K +$190K +479 New
GWS
1358
Glassman Wealth Services
Virginia
$183K +$20.2K +51 +12%
SSB
1359
Sandy Spring Bank
Maryland
$181K – – –
MFA
1360
McClarren Financial Advisors
Pennsylvania
$175K -$397 -1 -0.2%
FCA
1361
FinTrust Capital Advisors
South Carolina
$173K -$25.8K -65 -13%
BAAM
1362
Baker Avenue Asset Management
California
$172K +$176K +443 New
MCM
1363
Manchester Capital Management
Vermont
$169K +$120K +302 +227%
AAMA
1364
Advanced Asset Management Advisors
Ohio
$165K +$169K +425 New
PPC
1365
Park Place Capital
Alabama
$162K +$165K +416 New
CWP
1366
Concord Wealth Partners
Virginia
$156K -$79.7K -201 -33%
FA
1367
Fortis Advisors
Pennsylvania
$156K – – –
TFS
1368
TrustCore Financial Services
Tennessee
$155K – – –
CFO
1369
CVA Family Office
Colorado
$153K -$88.5K -223 -36%
CA
1370
CoreCap Advisors
Michigan
$152K +$155K +391 New
SC
1371
Seldon Capital
California
$147K – – –
IGWM
1372
ICA Group Wealth Management
Colorado
$146K +$144K +362 New
C
1373
Covestor
United Kingdom
$138K -$36.1K -91 -20%
NFSG
1374
Newbridge Financial Services Group
Florida
$135K +$133K +336 +2,800%
SIS
1375
Sound Income Strategies
Florida
$135K +$133K +335 +3,045%
53 54
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56 57