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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1501
Studio Investment Management
Illinois
$360K – – –
TP
1502
Tranquility Partners
Tennessee
$360K – – –
KCIC
1503
Kuhn & Co Investment Counsel
Illinois
$359K – – –
A
1504
AlphaQuest
New York
$358K +$288K +465 +589%
TW
1505
Traveka Wealth
California
$356K +$5.58K +9 +2%
ACM
1506
Andina Capital Management
Utah
$354K +$8.68K +14 +3%
DOA
1507
D'Orazio & Associates
Virginia
$354K +$1.24K +2 +0.4%
JCM
1508
Jacobsen Capital Management
Utah
$354K -$30.4K -49 -8%
BB
1509
Busey Bank
Illinois
$352K -$144K -232 -30%
TCM
1510
Tufton Capital Management
Maryland
$352K -$3.1K -5 -0.9%
IDA
1511
Intelligence Driven Advisers
California
$350K +$4.34K +7 +1%
DC
1512
Diametric Capital
Massachusetts
$350K +$331K +533 New
3IP
1513
3Chopt Investment Partners
Virginia
$348K +$328K +529 New
SG
1514
StoneX Group
New York
$344K +$32.3K +52 +11%
GD
1515
Grandfield & Dodd
New York
$344K – – –
AFC
1516
AFT Forsyth & Company
Florida
$344K +$21.7K +35 +7%
BBNA
1517
Bremer Bank National Association
Minnesota
$340K – – –
EWA
1518
EverSource Wealth Advisors
Alabama
$340K +$42.2K +68 +15%
CFO
1519
CVA Family Office
Colorado
$338K +$4.96K +8 +2%
PWP
1520
Precedent Wealth Partners
Texas
$337K +$318K +512 New
CS
1521
Crescent Sterling
Louisiana
$335K -$45.3K -73 -13%
AWM
1522
Atticus Wealth Management
Florida
$334K -$29.8K -48 -9%
ECM
1523
Elgethun Capital Management
South Dakota
$333K -$186K -300 -37%
IC
1524
Inscription Capital
Texas
$333K – – –
SFG
1525
Synergy Financial Group
California
$333K +$620 +1 +0.2%
59 60
61
62 63