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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1576
Plancorp LLC
Missouri
$265K -$96.4K -202 -21%
PTC
1577
Private Trust Company
Ohio
$264K -$108K -226 -27%
KWA
1578
Kingswood Wealth Advisors
California
$263K -$51.5K -108 -15%
LWM
1579
Latko Wealth Management
Illinois
$261K +$954 +2 +0.3%
CMA
1580
Cedar Mountain Advisors
Oregon
$261K +$7.63K +16 +3%
CAM
1581
Columbia Asset Management
Michigan
$260K – – –
SVWAG
1582
Sound View Wealth Advisors Group
Georgia
$260K -$73.5K -154 -20%
NERM
1583
New England Research & Management
Illinois
$260K +$12.4K +26 +5%
ECAM
1584
East Coast Asset Management
Massachusetts
$259K – – –
GA
1585
Gordian Advisors
Arizona
$259K – – –
SAMT
1586
Select Asset Management & Trust
Pennsylvania
$259K – – –
AWM
1587
Avaii Wealth Management
Wisconsin
$259K +$286K +599 New
VCM
1588
Virtue Capital Management
Tennessee
$257K -$256K -536 -47%
KA
1589
KDT Advisors
New York
$257K -$117K -246 -29%
AFW
1590
Avantra Family Wealth
Pennsylvania
$257K -$105K -220 -27%
FNBOO
1591
First National Bank of Omaha
Nebraska
$256K +$954 +2 +0.3%
WG
1592
Wellington Group
Indiana
$256K -$135K -282 -32%
TBWA
1593
Three Bridge Wealth Advisors
California
$256K -$38.2K -80 -12%
RA
1594
Riversedge Advisors
Delaware
$255K +$88.7K +186 +46%
TL
1595
Tradewinds LLC
North Carolina
$255K -$9.06K -19 -3%
MFS
1596
Mirabella Financial Services
United Kingdom
$255K +$281K +589 New
VAF
1597
Values Added Financial
District of Columbia
$253K +$51.5K +108 +23%
HWP
1598
Highline Wealth Partners
California
$253K +$61.1K +128 +28%
MSFS
1599
Main Street Financial Solutions
Pennsylvania
$252K +$100K +210 +56%
BCM
1600
Boltwood Capital Management
California
$252K +$112K +234 +67%
62 63
64
65 66