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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1501
Sax Wealth Advisors
New Jersey
$310K -$9.06K -19 -4%
AFGAS
1502
Allegiance Financial Group Advisory Services
Virginia
$310K +$342K +717 New
CF
1503
Centaurus Financial
California
$310K +$342K +716 New
CAM
1504
Costello Asset Management
Pennsylvania
$309K +$954 +2 +0.3%
MSR
1505
Main Street Research
Connecticut
$308K -$32K -67 -9%
FIA
1506
Foundations Investment Advisors
Arizona
$308K -$22.9K -48 -6%
KNW
1507
Kesler Norman & Wride
Utah
$308K -$16.7K -35 -5%
VBFP
1508
Valtinson Bruner Financial Planning
Minnesota
$307K +$41K +86 +14%
1W
1509
1776 Wealth
Georgia
$307K – – –
MAG
1510
Meadowbrook Advisors Group
New Jersey
$306K -$13.8K -29 -4%
ML
1511
McAdam LLC
Pennsylvania
$306K +$58.7K +123 +21%
VH
1512
Visionary Horizons
Tennessee
$305K +$336K +705 New
USB
1513
Union Savings Bank
Connecticut
$305K – – –
PK
1514
Pflug Koory
Nebraska
$303K – – –
MAM
1515
Meeder Asset Management
Ohio
$302K +$73K +153 +28%
GWP
1516
Gen-Wealth Partners
Michigan
$301K -$96.4K -202 -22%
OFS
1517
OneAscent Financial Services
Alabama
$300K -$23.9K -50 -7%
RZH
1518
Relyea Zuckerberg Hanson
Connecticut
$300K -$15.3K -32 -4%
RSWM
1519
Robertson Stephens Wealth Management
California
$300K -$63.4K -133 -16%
NRC
1520
New Republic Capital
North Carolina
$299K -$155K -324 -32%
CST
1521
Charles Schwab Trust
Nevada
$299K +$330K +692 New
CWA
1522
Centennial Wealth Advisory
Michigan
$298K +$329K +689 New
TSMHT
1523
Thurston Springer Miller Herd & Titak
Indiana
$297K -$14.3K -30 -4%
EL
1524
EWA LLC
Pennsylvania
$297K -$7.16K -15 -2%
SCA
1525
Southern Capital Advisors
Tennessee
$296K -$1.58M -3,309 -83%
59 60
61
62 63