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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1551
Capital Performance Advisors
California
$460K -$170K -258 -27%
CD
1552
Chapin Davis
Maryland
$460K -$153K -232 -25%
MFA
1553
Mayflower Financial Advisors
Massachusetts
$460K -$223K -337 -33%
WAG
1554
Wallace Advisory Group
California
$455K -$122K -184 -21%
RIG
1555
Ramiah Investment Group
Wisconsin
$454K -$5.95K -9 -1%
MCWA
1556
Meadow Creek Wealth Advisors
Georgia
$454K -$3.3K -5 -0.7%
GKFF
1557
George Kaiser Family Foundation
Oklahoma
$454K – – –
PGCM
1558
Prescott Group Capital Management
Oklahoma
$454K – – –
TCPG
1559
Trivant Custom Portfolio Group
California
$452K -$4.63K -7 -1%
RCA
1560
Runnymede Capital Advisors
Ohio
$452K +$451K +683 New
CNBT
1561
Canandaigua National Bank & Trust
New York
$450K -$4.63K -7 -1%
OC
1562
Oakworth Capital
Alabama
$448K +$14.5K +22 +3%
PWA
1563
Prairie Wealth Advisors
Nebraska
$446K -$453K -685 Closed
PS
1564
Planned Solutions
California
$445K – – –
APM
1565
Advanced Portfolio Management
New York
$445K +$444K +672 New
BWA
1566
Basecamp Wealth Advisors
Washington
$445K +$444K +672 New
TBWA
1567
Three Bridge Wealth Advisors
California
$444K – – –
WC
1568
Woodstock Corp
Massachusetts
$444K +$1.98K +3 +0.4%
TNA
1569
True North Advisors
Texas
$443K +$46.9K +71 +12%
AIA
1570
Accelerate Investment Advisors
California
$441K -$1.98K -3 -0.4%
SP
1571
Saranac Partners
$441K – – –
BCM
1572
Bourgeon Capital Management
Connecticut
$441K -$661 -1 -0.2%
CBT
1573
Crews Bank & Trust
Florida
$441K – – –
GSEP
1574
Golden State Equity Partners
California
$440K +$226K +342 +106%
T
1575
Tidemark
California
$440K – – –
61 62
63
64 65