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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1376
Fort Sheridan Advisors
Illinois
$294K – – –
SFG
1377
Summit Financial Group
West Virginia
$294K – – –
RCAG
1378
Rehmann Capital Advisory Group
Michigan
$292K +$6.17K +10 +2%
C
1379
Covestor
United Kingdom
$291K +$279K +452 New
AWA
1380
Arkadios Wealth Advisors
Georgia
$290K -$39.5K -64 -12%
MFA
1381
McClarren Financial Advisors
Pennsylvania
$290K +$278K +450 New
RP
1382
Riverwater Partners
Wisconsin
$289K +$277K +449 New
SSG
1383
Summit Securities Group
New York
$286K +$275K +445 New
CMI
1384
Clare Market Investments
Texas
$283K +$272K +440 New
TA
1385
Tiedemann Advisors
New York
$283K – – –
NIM
1386
NuWave Investment Management
New Jersey
$282K -$1.24M -2,013 -82%
TWM
1387
Trevian Wealth Management
Massachusetts
$282K +$270K +438 New
TAM
1388
Tucker Asset Management
Colorado
$281K -$8.64K -14 -3%
DLA
1389
Douglas Lane & Associates
New York
$281K -$49.4K -80 -15%
PIA
1390
Perennial Investment Advisors
California
$281K +$24.7K +40 +10%
GCA
1391
Gradient Capital Advisors
California
$280K -$3.7K -6 -1%
3F
1392
360 Financial
Minnesota
$280K +$269K +435 New
AIL
1393
AGF Investments LLC
Ontario, Canada
$279K -$59.9K -97 -18%
NC
1394
NinePointTwo Capital
California
$279K +$268K +434 New
MAM
1395
McLean Asset Management
Virginia
$274K -$36.4K -59 -11%
SFM
1396
Signet Financial Management
New Jersey
$273K -$15.4K -25 -6%
PFT
1397
Providence First Trust
Arizona
$272K +$261K +423 New
WMP
1398
Wealth Management Partners
Arizona
$271K +$617K +1,000 New
KWM
1399
Keebeck Wealth Management
Illinois
$270K – – –
SRC
1400
Sage Rhino Capital
California
$270K +$259K +420 New
54 55
56
57 58