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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
1651
Cherry Tree Wealth Management
Minnesota
$2.29K +$2.19K +5 New
CA
1652
Centerpoint Advisors
Massachusetts
$2K – – –
CP
1653
Castleview Partners
Texas
$1.83K – – –
LIM
1654
Longfellow Investment Management
Massachusetts
$1.83K – – –
RDFA
1655
Ritter Daniher Financial Advisory
Ohio
$1.83K – – –
UFF
1656
USA Financial Formulas
Michigan
$1.83K – – –
IPW
1657
Impact Partnership Wealth
Georgia
$1.83K +$1.75K +4 New
2L
1658
25 LLC
Missouri
$1.45K +$438 +1 +50%
FSWA
1659
Financial Synergies Wealth Advisors
Texas
$1.38K – – –
MIM
1660
Macroview Investment Management
Maryland
$1.38K – – –
HBW
1661
Hazlett, Burt & Watson
West Virginia
$1K +$876 +2 New
EA
1662
Evolution Advisers
Virginia
$1K +$1.31K +3 New
PI
1663
PEAK6 Investments
Illinois
$948 -$2.93M -6,690 -100%
TWD
1664
True Wealth Design
Ohio
$917 – – –
BONH
1665
Bank of New Hampshire
New Hampshire
$916 +$876 +2 New
AWM
1666
AllSquare Wealth Management
New York
$812 – – –
CHA
1667
Carmichael Hill & Associates
Maryland
$459 – – –
DWA
1668
Delos Wealth Advisors
Texas
$459 – – –
SC
1669
Styrax Capital
New York
– -$48.3M -108,279 Closed
JMPWA
1670
JP Morgan Private Wealth Advisors
California
– -$38.2M -85,714 Closed
MAM
1671
Melqart Asset Management
United Kingdom
– -$34.3M -76,990 Closed
OCM
1672
Oribel Capital Management
New York
– -$15.3M -71,900 Closed
WP
1673
Woodline Partners
California
– -$19.5M -43,837 Closed
ARAM
1674
Ardmore Road Asset Management
New York
– -$13.4M -30,000 Closed
CM
1675
Cercano Management
Washington
– -$12.2M -27,392 Closed
65 66
67
68 69