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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
1426
Laurie J. Hall Trustee
$190K +$175K +426 New
CWC
1427
Carolinas Wealth Consulting
North Carolina
$188K +$34.1K +83 +24%
FA
1428
Fortis Advisors
Pennsylvania
$178K – – –
BLC
1429
Brown, Lisle/Cummings
Rhode Island
$178K +$51.3K +125 +45%
KFP
1430
KB Financial Partners
New Jersey
$175K +$37.8K +92 +31%
FCA
1431
FinTrust Capital Advisors
South Carolina
$173K – – –
GWM
1432
Geneos Wealth Management
Colorado
$165K -$86.6K -211 -36%
IGWM
1433
ICA Group Wealth Management
Colorado
$162K +$411 +1 +0.3%
HI
1434
Harbour Investments
Wisconsin
$161K +$18.1K +44 +14%
PMFA
1435
Plante Moran Financial Advisors
Michigan
$158K +$68.6K +167 +89%
NFSG
1436
Newbridge Financial Services Group
Florida
$155K +$411 +1 +0.3%
SIS
1437
Sound Income Strategies
Florida
$144K -$9.03K -22 -6%
WTA
1438
Washington Trust Advisors
Massachusetts
$143K +$26.7K +65 +25%
C
1439
Covestor
United Kingdom
$141K -$15.2K -37 -10%
RTC
1440
Riverview Trust Company
Washington
$140K – – –
BCP
1441
Blue Chip Partners
Michigan
$137K +$126K +308 New
FFA
1442
Farther Finance Advisors
California
$136K -$9.03K -22 -7%
HIIFS
1443
Harel Insurance Investments & Financial Services
Israel
$132K +$16.4K +40 +16%
IUHSA
1444
Itau Unibanco Holding S.A.
Brazil
$132K +$122K +296 New
PB
1445
Pinnacle Bancorp
Nebraska
$127K – – –
WPWM
1446
Western Pacific Wealth Management
Illinois
$127K – – –
BWM
1447
BerganKDV Wealth Management
Minnesota
$123K +$821 +2 +0.7%
CM
1448
Capula Management
Cayman Islands
$113K -$3.75M -9,147 -97%
CAM
1449
Close Asset Management
United Kingdom
$111K +$83.7K +204 +453%
DIP
1450
DT Investment Partners
Pennsylvania
$109K – – –
56 57
58
59 60