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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1476
SFM LLC
New Hampshire
$323K -$3.34K -7 -0.9%
TNA
1477
True North Advisors
Texas
$323K +$38.2K +80 +12%
NAMNJ
1478
NorthStar Asset Management (New Jersey)
New Jersey
$323K -$13.4K -28 -4%
LDB
1479
Lee, Danner & Bass
Tennessee
$323K -$207K -433 -37%
IWS
1480
Integrity Wealth Solutions
Colorado
$323K +$356K +746 New
PWG
1481
Portside Wealth Group
Utah
$322K -$952K -1,996 -73%
NFA
1482
Northern Financial Advisors
Michigan
$322K -$112K -234 -24%
TP
1483
TritonPoint Partners
Maryland
$321K -$113K -237 -24%
CC
1484
Capital Counsel
New York
$321K -$32.9K -69 -9%
CBT
1485
CoreFirst Bank & Trust
Kansas
$320K -$4.29K -9 -1%
KWM
1486
KFG Wealth Management
Indiana
$319K +$9.06K +19 +3%
LB
1487
Legacy Bridge
Iowa
$318K – – –
KWS
1488
Keystone Wealth Services
California
$317K – – –
CFSG
1489
Clark Financial Services Group
Missouri
$317K +$29.1K +61 +9%
PWMG
1490
Prestige Wealth Management Group
New Jersey
$317K -$10.5K -22 -3%
SB
1491
Simmons Bank
Arkansas
$317K -$29.1K -61 -8%
JAFL
1492
Jay A. Fishman Ltd
Michigan
$317K – – –
SWMG
1493
Signature Wealth Management Group
Georgia
$316K -$1.21M -2,533 -78%
OF
1494
Optimize Financial
California
$316K +$123K +257 +54%
3IP
1495
3Chopt Investment Partners
Virginia
$315K -$43.9K -92 -11%
MFA
1496
Mayflower Financial Advisors
Massachusetts
$314K +$15.3K +32 +5%
JBA
1497
Johnson Bixby & Associates
Washington
$313K – – –
G
1498
GenTrust
Florida
$313K +$197K +412 +132%
BWA
1499
Basecamp Wealth Advisors
Washington
$313K +$24.8K +52 +8%
CD
1500
Chapin Davis
Maryland
$313K +$13.8K +29 +4%
58 59
60
61 62