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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1451
Alpha Omega Wealth Management
Virginia
$344K +$1.91K +4 +0.5%
CCA
1452
Conestoga Capital Advisors
Pennsylvania
$344K – – –
LI
1453
LVZ Inc
Michigan
$343K +$27.2K +57 +8%
WA
1454
Wealth Architects
California
$340K -$56.3K -118 -13%
TW
1455
ticino wealth
California
$340K +$39.6K +83 +14%
OIS
1456
OneAscent Investment Solutions
Alabama
$337K +$73.9K +155 +25%
PCS
1457
Private Client Services
Kentucky
$337K +$1.43K +3 +0.4%
PA
1458
Planning Alternatives
Michigan
$334K +$148K +311 +67%
GFA
1459
Godfrey Financial Associates
New York
$332K – – –
MCM
1460
Manchester Capital Management
Vermont
$331K -$31K -65 -8%
AWM
1461
Ariadne Wealth Management
California
$331K +$43.4K +91 +14%
AIA
1462
Accelerate Investment Advisors
California
$329K +$45.3K +95 +14%
CFO
1463
Cambient Family Office
Michigan
$329K +$14.8K +31 +4%
FPH
1464
Financial Planning Hawaii
Hawaii
$328K +$26.2K +55 +8%
SWP
1465
Strategic Wealth Partners
Ohio
$328K -$170K -356 -32%
GS
1466
GWN Securities
Florida
$328K +$5.25K +11 +1%
SS
1467
Sunbelt Securities
Texas
$327K -$52.5K -110 -13%
KFP
1468
KMG Fiduciary Partners
Ohio
$327K – – –
BWP
1469
Bernardo Wealth Planning
Pennsylvania
$327K +$1.91K +4 +0.5%
OL
1470
OneFund LLC
Florida
$327K -$13.8K -29 -4%
KP
1471
Keel Point
Alabama
$326K -$872K -1,828 -71%
AF
1472
Arrow Financial
New York
$324K -$8.59K -18 -2%
GCP
1473
Gill Capital Partners
Colorado
$324K – – –
SL
1474
Summitry LLC
California
$324K -$62K -130 -15%
SL
1475
SFM LLC
New Hampshire
$323K -$3.34K -7 -0.9%
57 58
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60 61