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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1576
Lifeworks Advisors
Michigan
$411K +$434K +602 New
LWM
1577
Latko Wealth Management
Illinois
$411K -$29.6K -41 -6%
SAMT
1578
Select Asset Management & Trust
Pennsylvania
$410K – – –
ECAM
1579
East Coast Asset Management
Massachusetts
$410K – – –
GA
1580
Gordian Advisors
Arizona
$410K – – –
TWA
1581
TCI Wealth Advisors
Arizona
$410K +$721 +1 +0.2%
CCI
1582
Credit Capital Investments
New Jersey
$410K +$433K +600 New
TNA
1583
True North Advisors
Texas
$408K +$75.7K +105 +21%
PG
1584
Proffitt & Goodson
Tennessee
$406K +$10.1K +14 +2%
CNB
1585
Camden National Bank
Maine
$405K -$36K -50 -8%
BWM
1586
BankPlus Wealth Management
Mississippi
$404K +$5.77K +8 +1%
FFO
1587
Fortitude Family Office
Arizona
$404K – – –
PWM
1588
Pacific Wealth Management
California
$404K – – –
CCB
1589
Country Club Bank
Missouri
$403K -$5.05K -7 -1%
MC
1590
Maverick Capital
Texas
$402K -$1.28M -1,769 -75%
CIM
1591
Cambria Investment Management
California
$402K +$425K +589 New
CMA
1592
Cedar Mountain Advisors
Oregon
$400K +$3.6K +5 +0.9%
MSFS
1593
Main Street Financial Solutions
Pennsylvania
$399K +$237K +329 +129%
GC
1594
Gilbert & Cook
Iowa
$397K -$721 -1 -0.2%
BB
1595
Berkshire Bank
Massachusetts
$397K -$12.3K -17 -3%
BB
1596
Busey Bank
Illinois
$396K -$2.16K -3 -0.5%
SIC
1597
Salem Investment Counselors
North Carolina
$395K – – –
NPT
1598
National Philanthropic Trust
Pennsylvania
$395K +$85.1K +118 +26%
AA
1599
Armis Advisers
Georgia
$395K +$420K +583 New
BW
1600
BIP Wealth
Georgia
$394K +$148K +206 +56%
62 63
64
65 66