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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1901
Ironvine Capital Partners
Nebraska
$231K +$198K +293 New
CA
1902
CSM Advisors
Pennsylvania
$230K +$196K +290 New
IWN
1903
Independent Wealth Network
Iowa
$230K +$198K +292 New
VCP
1904
Verus Capital Partners
Arizona
$229K +$196K +290 New
BEW
1905
Burton Enright Welch
California
$228K -$47.4K -70 -19%
PFM
1906
Phillips Financial Management
Indiana
$228K +$196K +290 New
SAM
1907
Strategy Asset Managers
California
$228K +$196K +290 New
BI
1908
Berkeley Inc
Idaho
$228K +$196K +289 New
MLA
1909
My Legacy Advisors
Oregon
$227K +$206K +304 New
LA
1910
Latitude Advisors
Florida
$227K +$195K +288 New
JWBC
1911
J.W. Burns & Co
New York
$226K +$194K +287 New
SAM
1912
Satovsky Asset Management
New York
$226K +$194K +287 New
NA
1913
Nordwand Advisors
Pennsylvania
$226K +$194K +286 New
AF
1914
Advisornet Financial
Minnesota
$225K -$2.03K -3 -1%
BHC
1915
Bowen Hanes & Co
Florida
$225K +$194K +286 New
LWP
1916
LeClair Wealth Partners
Ohio
$225K +$194K +286 New
LAM
1917
Longboard Asset Management
Arizona
$224K +$193K +285 New
CFFP
1918
Center for Financial Planning
Michigan
$223K – – –
BI
1919
Bolthouse Investments
California
$223K +$192K +283 New
CA
1920
Continuum Advisory
Idaho
$222K +$61.6K +91 +48%
GAM
1921
Gould Asset Management
California
$222K +$191K +282 New
CWM
1922
Cornerstone Wealth Management
Missouri
$222K +$191K +282 New
IFS
1923
Ifrah Financial Services
Arkansas
$221K +$190K +281 New
EFG
1924
Ethos Financial Group
Pennsylvania
$221K -$154K -228 -45%
MW
1925
Maia Wealth
Colorado
$219K +$188K +278 New
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