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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ILI
1601
Invesco LLC (Illinois)
Illinois
$415K – – –
OIS
1602
OneAscent Investment Solutions
Alabama
$414K – – –
VBFP
1603
Valtinson Bruner Financial Planning
Minnesota
$413K +$661 +1 +0.2%
PG
1604
Proffitt & Goodson
Tennessee
$412K +$18.5K +28 +5%
CAL
1605
Capital Advisors Ltd
Ohio
$411K -$9.91K -15 -2%
CM
1606
Cercano Management
Washington
$410K – – –
RIL
1607
Rothschild Investment LLC
Illinois
$410K -$58.2K -88 -12%
DOA
1608
D'Orazio & Associates
Virginia
$409K +$48.9K +74 +14%
DIS
1609
Diversified Investment Strategies
Louisiana
$407K – – –
CCA
1610
Catalyst Capital Advisors
New York
$406K +$26.4K +40 +7%
BB
1611
Busey Bank
Illinois
$400K +$15.9K +24 +4%
JCM
1612
Jacobsen Capital Management
Utah
$399K -$7.27K -11 -2%
LWM
1613
Latko Wealth Management
Illinois
$399K +$661 +1 +0.2%
SFS
1614
Security Financial Services
Indiana
$399K -$9.25K -14 -2%
CAM
1615
Columbia Asset Management
Michigan
$399K – – –
FNBOO
1616
First National Bank of Omaha
Nebraska
$399K +$393K +595 New
TW
1617
ticino wealth
California
$398K +$397K +601 New
SRL
1618
Scientech Research LLC
New Jersey
$397K -$864K -1,308 -69%
CCI
1619
Credit Capital Investments
New Jersey
$397K – – –
ECAM
1620
East Coast Asset Management
Massachusetts
$397K – – –
GA
1621
Gordian Advisors
Arizona
$397K – – –
KA
1622
Klingman & Associates
New York
$397K +$20.5K +31 +5%
SAMT
1623
Select Asset Management & Trust
Pennsylvania
$397K – – –
VGDSS
1624
VUB Generali dochodkova spravcovska spolocnost
$397K +$396K +599 New
AFP
1625
Ausdal Financial Partners
Iowa
$396K -$169K -256 -30%
63 64
65
66 67