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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1651
Pallas Capital Advisors
Massachusetts
$255K +$249K +415 New
PFA
1652
Pure Financial Advisors
California
$255K +$54K +90 +28%
CWM
1653
Concentrum Wealth Management
California
$255K -$14.4K -24 -5%
AAS
1654
Ameritas Advisory Services
Nebraska
$255K -$366K -610 -60%
SP
1655
Stonebrook Private
Michigan
$254K +$12.6K +21 +5%
KIM
1656
Kestra Investment Management
Texas
$254K -$49.8K -83 -17%
EWA
1657
Etesian Wealth Advisors
Oregon
$254K – – –
JWM
1658
Jeppson Wealth Management
California
$254K +$1.8K +3 +0.7%
RIL
1659
Rothschild Investment LLC
Illinois
$253K -$7.81K -13 -3%
JAG
1660
Journey Advisory Group
Kentucky
$252K -$392K -652 -61%
TNA
1661
True North Advisors
Texas
$251K – – –
TSS
1662
Two Sigma Securities
New York
$251K -$1.66M -2,765 -87%
ABC
1663
Associated Banc-Corp
Wisconsin
$251K +$5.41K +9 +2%
OCM
1664
One Capital Management
California
$249K +$244K +406 New
PHWM
1665
Pine Harbor Wealth Management
Maryland
$248K +$601 +1 +0.2%
AL
1666
Aspiriant LLC
California
$248K -$130K -216 -35%
CP
1667
Canopy Partners
Ohio
$247K +$6.61K +11 +3%
BAAM
1668
Baker Avenue Asset Management
California
$247K +$9.01K +15 +4%
PMSA
1669
Patrick M. Sweeney & Associates
Illinois
$246K – – –
LJHT
1670
Laurie J. Hall Trustee
$246K – – –
CAM
1671
Carret Asset Management
New York
$246K – – –
FA
1672
Fortis Advisors
Pennsylvania
$246K – – –
LWM
1673
Luminvest Wealth Management
Arizona
$246K – – –
PBF
1674
Petix & Botte Financial
California
$246K – – –
LW
1675
Linscomb Wealth
Texas
$246K +$9.01K +15 +4%
65 66
67
68 69