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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1601
Quantum Financial Advisors
California
$250K +$3.86K +7 +2%
FA
1602
Fortis Advisors
Pennsylvania
$250K – – –
PBF
1603
Petix & Botte Financial
California
$250K – – –
LJHT
1604
Laurie J. Hall Trustee
$250K – – –
OFS
1605
OneAscent Financial Services
Alabama
$250K +$221K +400 New
WSWA
1606
Warren Street Wealth Advisors
California
$249K +$220K +399 New
SW
1607
Solidarity Wealth
Utah
$249K – – –
BWCS
1608
Beirne Wealth Consulting Services
Connecticut
$248K +$218K +396 New
PWS
1609
Peloton Wealth Strategists
Indiana
$248K +$219K +397 New
GA
1610
Goldstein Advisors
Wisconsin
$248K -$10.5K -19 -5%
TCA
1611
Transcend Capital Advisors
New Jersey
$246K +$217K +394 New
WP
1612
WMS Partners
Maryland
$246K +$217K +393 New
DA
1613
DSC Advisors
Illinois
$244K +$215K +390 New
CAM
1614
Claret Asset Management
Quebec, Canada
$243K +$214K +388 New
CC
1615
Cipher Capital
New York
$243K -$175K -318 -45%
RWI
1616
Red Wave Investments
Pennsylvania
$242K +$213K +387 New
SFS
1617
Security Financial Services
Indiana
$242K +$213K +387 New
CIA
1618
Compass Ion Advisors
Pennsylvania
$240K -$9.38K -17 -4%
NL
1619
NWAM LLC
Washington
$239K +$211K +383 New
FCM
1620
Family Capital Management
Michigan
$239K +$211K +382 New
SP
1621
Stonebrook Private
Michigan
$238K +$210K +381 New
AG
1622
AlTi Global
New York
$238K +$210K +380 New
NJBEST
1623
New Jersey Better Educational Savings Trust
New Jersey
$238K +$210K +380 New
CAM
1624
Cidel Asset Management
Ontario, Canada
$236K +$209K +378 New
SC
1625
Seldon Capital
California
$236K +$209K +378 New
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