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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1901
OneAscent Wealth Management
Alabama
$237K -$3.3K -5 -1%
LF
1902
Lantz Financial
Illinois
$236K -$11.2K -17 -5%
NWA
1903
Navis Wealth Advisors
New York
$236K +$235K +356 New
FA
1904
Fermata Advisors
California
$236K -$17.2K -26 -7%
SP
1905
Stonebrook Private
Michigan
$235K -$7.27K -11 -3%
QFA
1906
Quantum Financial Advisors
California
$235K +$1.98K +3 +0.9%
DWM
1907
DecisionMap Wealth Management
Virginia
$234K -$10.6K -16 -4%
AMCA
1908
Arthur M. Cohen & Associates
Illinois
$234K – – –
BCM
1909
Bannerstone Capital Management
Minnesota
$234K +$233K +353 New
MQWP
1910
Morey & Quinn Wealth Partners
Nebraska
$233K – – –
PFM
1911
Patton Fund Management
Texas
$233K – – –
SIA
1912
SGL Investment Advisors
Montana
$233K -$287K -435 -45%
MSA
1913
Marino Stram & Associates
Massachusetts
$233K – – –
CCP
1914
Clarkston Capital Partners
Michigan
$233K +$3.3K +5 +1%
TDB
1915
Thompson David Blair
$233K +$232K +351 New
PPC
1916
Park Place Capital
Alabama
$232K -$13.2K -20 -5%
NFSG
1917
Newbridge Financial Services Group
Florida
$231K +$207K +314 +897%
AB
1918
Atlas Brown
Kentucky
$231K -$1.98K -3 -0.9%
GSWM
1919
Golden State Wealth Management
California
$231K -$3.3K -5 -1%
MWA
1920
Motive Wealth Advisors
Michigan
$231K +$5.95K +9 +3%
BCM
1921
Boltwood Capital Management
California
$231K +$231K +349 New
CAM
1922
Claret Asset Management
Quebec, Canada
$230K +$6.61K +10 +3%
BFAG
1923
Blackston Financial Advisory Group
Florida
$230K +$661 +1 +0.3%
CWM
1924
Centurion Wealth Management
Virginia
$229K +$11.2K +17 +5%
GGS
1925
Galvin Gaustad & Stein
Arizona
$229K +$8.59K +13 +4%
75 76
77
78 79