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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1801
Physician Wealth Advisors
Utah
$203K +$206K +323 New
SAM
1802
Strive Asset Management
Ohio
$203K +$206K +323 New
WFA
1803
Wade Financial Advisory
California
$202K -$16K -25 -7%
LA
1804
Lifeworks Advisors
Michigan
$202K +$205K +321 New
RTC
1805
Riverview Trust Company
Washington
$201K +$1.28K +2 +0.6%
DE
1806
Diversified Enterprises
Delaware
$200K +$204K +319 New
PPC
1807
Park Place Capital
Alabama
$195K +$26.8K +42 +16%
C
1808
Covestor
United Kingdom
$192K -$51.1K -80 -21%
CAIM
1809
Catherine Avery Investment Management
Florida
$189K +$192K +300 New
HWM
1810
Hemington Wealth Management
Virginia
$188K +$8.95K +14 +5%
JFGIW
1811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K -$83.1K -130 -30%
DIP
1812
DT Investment Partners
Pennsylvania
$185K +$9.59K +15 +5%
VCM
1813
Versant Capital Management
Arizona
$185K +$35.1K +55 +23%
CM
1814
Capula Management
Cayman Islands
$183K +$19.8K +31 +12%
YP
1815
YANKCOM Partnership
South Dakota
$180K +$183K +286 New
CFFP
1816
Center for Financial Planning
Michigan
$178K +$107K +168 +146%
HIIFS
1817
Harel Insurance Investments & Financial Services
Israel
$177K -$23K -36 -11%
AF
1818
Advisornet Financial
Minnesota
$174K -$31.3K -49 -15%
MMCM
1819
Murphy & Mullick Capital Management
New York
$171K +$174K +272 New
MFG
1820
Menard Financial Group
Texas
$167K +$169K +265 New
HIM
1821
Hillsdale Investment Management
Ontario, Canada
$165K -$230K -360 -58%
CT
1822
Coastline Trust
Rhode Island
$162K -$5.11K -8 -3%
WSC
1823
Wellington Shields & Co
New York
$161K – – –
HCP
1824
Hexagon Capital Partners
Arkansas
$157K -$1.28K -2 -0.8%
PCWA
1825
Pacific Capital Wealth Advisors
California
$156K -$10.9K -17 -6%
71 72
73
74 75