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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
1801
Blackston Financial Advisory Group
Florida
$277K +$238K +352 New
PFM
1802
Patton Fund Management
Texas
$277K +$238K +352 New
USCWA
1803
U.S. Capital Wealth Advisors
Texas
$277K +$238K +352 New
QFA
1804
Quantum Financial Advisors
California
$277K -$16.9K -25 -7%
SP
1805
Successful Portfolios
Florida
$276K – – –
MSA
1806
Marino Stram & Associates
Massachusetts
$276K – – –
SCA
1807
Sandy Cove Advisors
Massachusetts
$275K -$12.2K -18 -5%
EFSCE
1808
Enterprise Financial Services Corp (EFSC)
Missouri
$275K +$236K +349 New
NFSG
1809
Newbridge Financial Services Group
Florida
$274K – – –
NFTC
1810
North Forty Two & Co
Oregon
$274K – – –
FCM
1811
Fortis Capital Management
Washington
$273K +$235K +347 New
WRPWM
1812
Werba Rubin Papier Wealth Management
California
$273K +$235K +347 New
CCP
1813
Clarkston Capital Partners
Michigan
$273K – – –
MAM
1814
MMA Asset Management
Pennsylvania
$273K – – –
EGWAG
1815
Elwood & Goetz Wealth Advisory Group
Georgia
$273K +$234K +346 New
OAS
1816
Optivise Advisory Services
Tennessee
$272K +$12.9K +19 +6%
MHC
1817
May Hill Capital
Massachusetts
$272K +$9.47K +14 +4%
ML
1818
McAdam LLC
Pennsylvania
$272K +$233K +345 New
NP
1819
Nilsine Partners
Colorado
$272K +$233K +345 New
FOA
1820
Five Oceans Advisors
California
$271K +$5.41K +8 +2%
FFA
1821
Fi3 Financial Advisors
Indiana
$271K +$233K +344 New
AAM
1822
Azzad Asset Management
Virginia
$270K +$232K +343 New
MWA
1823
Motive Wealth Advisors
Michigan
$270K +$232K +343 New
CFAM
1824
Center For Asset Management
Florida
$270K -$22.3K -33 -7%
AFP
1825
Ausdal Financial Partners
Iowa
$269K +$1.35K +2 +0.6%
71 72
73
74 75