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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1701
Cidel Asset Management
Ontario, Canada
$336K – – –
JSC
1702
Jackson Square Capital
California
$336K +$677 +1 +0.2%
G
1703
GenTrust
Florida
$335K -$192K -283 -40%
PA
1704
Planning Alternatives
Michigan
$334K -$14.9K -22 -5%
A
1705
AlphaQuest
New York
$334K +$282K +417 +5,957%
LGA
1706
Lebenthal Global Advisors
New York
$333K +$286K +423 New
1WA
1707
180 Wealth Advisors
Washington
$333K -$9.47K -14 -3%
OIS
1708
OneAscent Investment Solutions
Alabama
$333K +$286K +423 New
CAI
1709
Capital Advisors Inc
Oklahoma
$333K – – –
RL
1710
Retireful LLC
Michigan
$332K +$286K +422 New
ES
1711
Eagle Strategies
New York
$332K -$25K -37 -8%
JWCA
1712
J.W. Coons Advisors
Ohio
$330K -$3.38K -5 -1%
GWANC
1713
Guardian Wealth Advisors (North Carolina)
North Carolina
$329K +$25K +37 +10%
BMWM
1714
Brown Miller Wealth Management
Virginia
$329K +$283K +418 New
BLC
1715
Brown, Lisle/Cummings
Rhode Island
$329K +$677 +1 +0.2%
MNBTD
1716
Moody National Bank Trust Division
Texas
$326K +$14.9K +22 +6%
EWA
1717
Etesian Wealth Advisors
Oregon
$325K – – –
IA
1718
IFG Advisory
Georgia
$325K +$16.9K +25 +6%
BL
1719
Balentine LLC
Georgia
$323K +$277K +410 New
SWA
1720
Sax Wealth Advisors
New Jersey
$322K +$277K +409 New
PFS
1721
Physicians Financial Services
North Carolina
$320K +$50.8K +75 +23%
JWM
1722
Jeppson Wealth Management
California
$320K -$4.74K -7 -2%
SCM
1723
SCS Capital Management
Massachusetts
$319K +$19.6K +29 +8%
PHWM
1724
Pine Harbor Wealth Management
Maryland
$319K – – –
WSFG
1725
Wall Street Financial Group
Illinois
$317K +$273K +403 New
67 68
69
70 71