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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
1476
True North Advisors
Texas
$323K +$38.2K +80 +12%
NAMNJ
1477
NorthStar Asset Management (New Jersey)
New Jersey
$323K -$13.4K -28 -4%
LDB
1478
Lee, Danner & Bass
Tennessee
$323K -$207K -433 -37%
IWS
1479
Integrity Wealth Solutions
Colorado
$323K +$356K +746 New
PWG
1480
Portside Wealth Group
Utah
$322K -$952K -1,996 -73%
NFA
1481
Northern Financial Advisors
Michigan
$322K -$112K -234 -24%
TP
1482
TritonPoint Partners
Maryland
$321K -$113K -237 -24%
CC
1483
Capital Counsel
New York
$321K -$32.9K -69 -9%
CBT
1484
CoreFirst Bank & Trust
Kansas
$320K -$4.29K -9 -1%
KWM
1485
KFG Wealth Management
Indiana
$319K +$9.06K +19 +3%
LB
1486
Legacy Bridge
Iowa
$318K – – –
KWS
1487
Keystone Wealth Services
California
$317K – – –
CFSG
1488
Clark Financial Services Group
Missouri
$317K +$29.1K +61 +9%
PWMG
1489
Prestige Wealth Management Group
New Jersey
$317K -$10.5K -22 -3%
SB
1490
Simmons Bank
Arkansas
$317K -$29.1K -61 -8%
JAFL
1491
Jay A. Fishman Ltd
Michigan
$317K – – –
SWMG
1492
Signature Wealth Management Group
Georgia
$316K -$1.21M -2,533 -78%
OF
1493
Optimize Financial
California
$316K +$123K +257 +54%
3IP
1494
3Chopt Investment Partners
Virginia
$315K -$43.9K -92 -11%
MFA
1495
Mayflower Financial Advisors
Massachusetts
$314K +$15.3K +32 +5%
JBA
1496
Johnson Bixby & Associates
Washington
$313K – – –
G
1497
GenTrust
Florida
$313K +$197K +412 +132%
BWA
1498
Basecamp Wealth Advisors
Washington
$313K +$24.8K +52 +8%
CD
1499
Chapin Davis
Maryland
$313K +$13.8K +29 +4%
WTB
1500
Washington Trust Bank
Washington
$311K -$33.4K -70 -9%
58 59
60
61 62