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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1651
Wade Financial Advisory
California
$244K -$15.5K -25 -6%
GWANC
1652
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$620 -1 -0.3%
LW
1653
Linscomb Wealth
Texas
$244K +$230K +371 New
RA
1654
Rational Advisors
New York
$244K +$230K +371 New
GFS
1655
GYL Financial Synergies
Connecticut
$242K -$12.4K -20 -5%
JFGIW
1656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$242K +$142K +229 +165%
TIA
1657
Tandem Investment Advisors
South Carolina
$241K -$4.34K -7 -2%
CRWM
1658
Castle Rock Wealth Management
California
$241K +$620 +1 +0.3%
PWM
1659
Prentice Wealth Management
New York
$241K +$19.2K +31 +9%
MSA
1660
Marino Stram & Associates
Massachusetts
$239K – – –
NFSG
1661
Newbridge Financial Services Group
Florida
$239K -$296K -477 -57%
HIG
1662
Heritage Investment Group
Florida
$238K +$620 +1 +0.3%
CA
1663
Claro Advisors
Massachusetts
$238K +$26.7K +43 +13%
AWM
1664
Aviso Wealth Management
Washington
$238K +$10.5K +17 +5%
PB
1665
Pinnacle Bancorp
Nebraska
$238K – – –
WI
1666
WrapManager Inc
California
$238K +$19.2K +31 +9%
WCFA
1667
Walkner Condon Financial Advisors
Wisconsin
$238K -$132K -213 -37%
BOS
1668
Bank of Stockton
California
$237K +$15.5K +25 +7%
NL
1669
NWAM LLC
Washington
$236K +$9.92K +16 +5%
C
1670
Covestor
United Kingdom
$236K -$37.8K -61 -15%
SP
1671
Successful Portfolios
Florida
$235K – – –
PGIM
1672
Pacific Global Investment Management
California
$235K – – –
CAM
1673
Cidel Asset Management
Ontario, Canada
$234K – – –
QPWM
1674
Quadrant Private Wealth Management
Pennsylvania
$234K +$6.82K +11 +3%
FCM
1675
Fourpath Capital Management
Oklahoma
$234K +$221K +356 New
65 66
67
68 69