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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
1601
Kera Capital Partners
California
$416K +$200K +302 +57%
ILI
1602
Invesco LLC (Illinois)
Illinois
$415K – – –
OIS
1603
OneAscent Investment Solutions
Alabama
$414K – – –
VBFP
1604
Valtinson Bruner Financial Planning
Minnesota
$413K +$661 +1 +0.2%
PG
1605
Proffitt & Goodson
Tennessee
$412K +$18.5K +28 +5%
CAL
1606
Capital Advisors Ltd
Ohio
$411K -$9.91K -15 -2%
CM
1607
Cercano Management
Washington
$410K – – –
RIL
1608
Rothschild Investment LLC
Illinois
$410K -$58.2K -88 -12%
DOA
1609
D'Orazio & Associates
Virginia
$409K +$48.9K +74 +14%
DIS
1610
Diversified Investment Strategies
Louisiana
$407K – – –
CCA
1611
Catalyst Capital Advisors
New York
$406K +$26.4K +40 +7%
BB
1612
Busey Bank
Illinois
$400K +$15.9K +24 +4%
JCM
1613
Jacobsen Capital Management
Utah
$399K -$7.27K -11 -2%
LWM
1614
Latko Wealth Management
Illinois
$399K +$661 +1 +0.2%
SFS
1615
Security Financial Services
Indiana
$399K -$9.25K -14 -2%
CAM
1616
Columbia Asset Management
Michigan
$399K – – –
FNBOO
1617
First National Bank of Omaha
Nebraska
$399K +$393K +595 New
TW
1618
ticino wealth
California
$398K +$397K +601 New
SRL
1619
Scientech Research LLC
New Jersey
$397K -$864K -1,308 -69%
CCI
1620
Credit Capital Investments
New Jersey
$397K – – –
ECAM
1621
East Coast Asset Management
Massachusetts
$397K – – –
GA
1622
Gordian Advisors
Arizona
$397K – – –
KA
1623
Klingman & Associates
New York
$397K +$20.5K +31 +5%
SAMT
1624
Select Asset Management & Trust
Pennsylvania
$397K – – –
VGDSS
1625
VUB Generali dochodkova spravcovska spolocnost
$397K +$396K +599 New
63 64
65
66 67