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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1826
Western Pacific Wealth Management
Illinois
$155K +$17.9K +28 +13%
PWMA
1827
Pension & Wealth Management Advisors
Massachusetts
$149K +$1.92K +3 +1%
DAM
1828
Delta Asset Management
Tennessee
$143K – – –
STB
1829
S&T Bank
Pennsylvania
$143K +$146K +228 New
CMBA
1830
C.M. Bidwell & Associates
Hawaii
$143K – – –
MSG
1831
Main Street Group
Virginia
$142K +$1.28K +2 +0.9%
OP
1832
ORG Partners
Indiana
$141K +$54.3K +85 +61%
RA
1833
Rise Advisors
New York
$138K -$3.83K -6 -3%
LFG
1834
Larson Financial Group
Missouri
$131K -$58.8K -92 -31%
DJSG
1835
D.J. St. Germain
Massachusetts
$130K – – –
IWM
1836
IMG Wealth Management
Florida
$129K +$131K +205 New
NWWA
1837
New Wave Wealth Advisors
Arkansas
$128K +$130K +204 New
PBK
1838
Peoples Bank (Kansas)
Kansas
$126K – – –
BCM
1839
Birch Capital Management
Texas
$124K – – –
BSC
1840
Brown Shipley & Co
United Kingdom
$121K – – –
SO
1841
Sierra Ocean
California
$119K +$121K +189 New
FMII
1842
Farmers & Merchants Investments Inc
Nebraska
$118K -$639 -1 -0.5%
GPI
1843
General Partner Inc
Pennsylvania
$118K – – –
CA
1844
Continuum Advisory
Idaho
$115K +$7.67K +12 +7%
ITIM
1845
Indiana Trust & Investment Management
Indiana
$113K – – –
AT
1846
Avalon Trust
New Mexico
$111K +$12.8K +20 +13%
IBOK
1847
Independence Bank of Kentucky
Kentucky
$110K +$14.1K +22 +14%
PFT
1848
Providence First Trust
Arizona
$110K +$112K +175 New
CIAM
1849
Caitong International Asset Management
Hong Kong
$109K +$111K +174 New
WT
1850
Washington Trust
Rhode Island
$108K +$3.19K +5 +3%
72 73
74
75 76