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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
1626
Walkner Condon Financial Advisors
Wisconsin
$264K +$41.5K +65 +18%
BC
1627
Burney Company
Virginia
$264K -$360K -564 -57%
JSC
1628
Jackson Square Capital
California
$264K – – –
EWA
1629
Etesian Wealth Advisors
Oregon
$263K +$1.28K +2 +0.5%
AFC
1630
AFT Forsyth & Company
Florida
$263K -$63.8K -100 -19%
AIM
1631
Acropolis Investment Management
Missouri
$263K – – –
SAG
1632
SageView Advisory Group
California
$261K -$498K -780 -65%
BBNB
1633
Baker Boyer National Bank
Washington
$261K – – –
SA
1634
Scarborough Advisors
Maryland
$260K +$268K +420 New
VAF
1635
Values Added Financial
District of Columbia
$260K +$2.55K +4 +1%
LJAC
1636
L.J. Altfest & Co
New York
$260K -$31.3K -49 -10%
RCA
1637
Ranch Capital Advisors
Florida
$259K – – –
AWA
1638
Amplius Wealth Advisors
Pennsylvania
$259K -$1.28K -2 -0.5%
BMC
1639
Benin Management Corp
Connecticut
$259K – – –
RIL
1640
Rothschild Investment LLC
Illinois
$259K +$39.6K +62 +17%
FA
1641
Fiduciary Alliance
South Carolina
$258K +$266K +416 New
OWA
1642
Opal Wealth Advisors
New York
$258K +$5.11K +8 +2%
CAM
1643
Claret Asset Management
Quebec, Canada
$257K +$1.28K +2 +0.5%
JWM
1644
Jeppson Wealth Management
California
$256K – – –
TPA
1645
Trivium Point Advisory
Connecticut
$256K +$29.4K +46 +15%
CT
1646
Colonial Trust
South Carolina
$256K +$2.55K +4 +1%
SFP
1647
Shepherd Financial Partners
Massachusetts
$256K – – –
BWM
1648
BlackDiamond Wealth Management
New York
$256K +$234K +366 New
CIP
1649
Convergence Investment Partners
Florida
$256K -$6.38K -10 -2%
CHAM
1650
Clear Harbor Asset Management
Connecticut
$255K -$2.52M -3,951 -91%
64 65
66
67 68