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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1351
Ethos Financial Group
Pennsylvania
$254K -$187K -455 -44%
LFM
1352
LGT Fund Management
Liechtenstein
$254K +$234K +570 New
CWA
1353
Clarus Wealth Advisors
Arizona
$252K -$21.3K -52 -8%
WEG
1354
World Equity Group
Illinois
$252K +$3.05M +7,426 New
DWM
1355
Drive Wealth Management
Utah
$251K +$231K +563 New
SMA
1356
Sage Mountain Advisors
Georgia
$251K +$231K +562 New
HFA
1357
High Falls Advisors
New York
$250K +$10.7K +26 +5%
GCA
1358
Gradient Capital Advisors
California
$250K – – –
BIA
1359
Bigelow Investment Advisors
Maine
$250K +$1.23K +3 +0.5%
CAL
1360
Capital Advisors Ltd
Ohio
$247K – – –
PWM
1361
Peterson Wealth Management
Nevada
$247K – – –
JCM
1362
Jacobsen Capital Management
Utah
$246K -$421K -1,026 -65%
MIS
1363
Morningstar Investment Services
Illinois
$244K +$229K +559 New
CCA
1364
Column Capital Advisors
Indiana
$243K -$68.6K -167 -23%
BOM
1365
Bank of Marin
California
$243K +$224K +545 New
RZH
1366
Relyea Zuckerberg Hanson
Connecticut
$243K +$224K +545 New
AAS
1367
Ameritas Advisory Services
Nebraska
$242K +$2.46K +6 +1%
GA
1368
Goldstein Advisors
Wisconsin
$241K +$222K +542 New
DPI
1369
Diversified Portfolios Inc
Michigan
$241K -$28.7K -70 -11%
VT
1370
Vise Technologies
New York
$240K +$221K +538 New
CS
1371
Crescent Sterling
Louisiana
$237K +$218K +531 New
FAG
1372
Fortitude Advisory Group
Washington
$236K +$218K +530 New
KIC
1373
Keating Investment Counselors
Florida
$236K +$218K +530 New
FCH
1374
Freestone Capital Holdings
Washington
$235K -$13.1K -32 -6%
KWM
1375
KFG Wealth Management
Indiana
$233K +$216K +527 New
53 54
55
56 57