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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1501
Washington Trust Bank
Washington
$311K -$33.4K -70 -9%
SWA
1502
Sax Wealth Advisors
New Jersey
$310K -$9.06K -19 -4%
AFGAS
1503
Allegiance Financial Group Advisory Services
Virginia
$310K +$342K +717 New
CF
1504
Centaurus Financial
California
$310K +$342K +716 New
CAM
1505
Costello Asset Management
Pennsylvania
$309K +$954 +2 +0.3%
MSR
1506
Main Street Research
Connecticut
$308K -$32K -67 -9%
FIA
1507
Foundations Investment Advisors
Arizona
$308K -$22.9K -48 -6%
KNW
1508
Kesler Norman & Wride
Utah
$308K -$16.7K -35 -5%
VBFP
1509
Valtinson Bruner Financial Planning
Minnesota
$307K +$41K +86 +14%
1W
1510
1776 Wealth
Georgia
$307K – – –
MAG
1511
Meadowbrook Advisors Group
New Jersey
$306K -$13.8K -29 -4%
ML
1512
McAdam LLC
Pennsylvania
$306K +$58.7K +123 +21%
VH
1513
Visionary Horizons
Tennessee
$305K +$336K +705 New
USB
1514
Union Savings Bank
Connecticut
$305K – – –
PK
1515
Pflug Koory
Nebraska
$303K – – –
MAM
1516
Meeder Asset Management
Ohio
$302K +$73K +153 +28%
GWP
1517
Gen-Wealth Partners
Michigan
$301K -$96.4K -202 -22%
OFS
1518
OneAscent Financial Services
Alabama
$300K -$23.9K -50 -7%
RZH
1519
Relyea Zuckerberg Hanson
Connecticut
$300K -$15.3K -32 -4%
RSWM
1520
Robertson Stephens Wealth Management
California
$300K -$63.4K -133 -16%
NRC
1521
New Republic Capital
North Carolina
$299K -$155K -324 -32%
CST
1522
Charles Schwab Trust
Nevada
$299K +$330K +692 New
CWA
1523
Centennial Wealth Advisory
Michigan
$298K +$329K +689 New
TSMHT
1524
Thurston Springer Miller Herd & Titak
Indiana
$297K -$14.3K -30 -4%
EL
1525
EWA LLC
Pennsylvania
$297K -$7.16K -15 -2%
59 60
61
62 63