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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1926
Aspect Partners
Virginia
$17.8K – – –
RI
1927
Ridgewood Investments
New Jersey
$17.8K +$17.4K +29 New
BDPWM
1928
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$16.8K +28 New
RF
1929
Robinswood Financial
Washington
$17.2K +$16.8K +28 New
HDIM
1930
Hanson & Doremus Investment Management
Vermont
$17K -$9.61K -16 -37%
KWM
1931
Kiker Wealth Management
Georgia
$16.9K +$16.8K +28 New
NRG
1932
Nemes Rush Group
Michigan
$16.7K – – –
VWA
1933
Valued Wealth Advisors
Utah
$16.6K – – –
LAMC
1934
Longview Asset Management (California)
California
$16.6K – – –
RWM
1935
Raffa Wealth Management
District of Columbia
$16K – – –
NEWAS
1936
N.E.W. Advisory Services
Wisconsin
$15.3K +$15K +25 New
IMC
1937
Investment Management Corporation
Virginia
$15.2K – – –
FPF
1938
First Pacific Financial
Washington
$14.2K +$1.2K +2 +10%
PSFG
1939
Park Square Financial Group
Georgia
$14.1K +$12K +20 +667%
FW
1940
Fairway Wealth
Ohio
$13.5K – – –
SFGP
1941
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.5K +$1.2K +2 +10%
T
1942
Transce3nd
Texas
$12.9K -$1.2K -2 -9%
AF
1943
Aviso Financial
Ontario, Canada
$12.9K -$21.6K -36 -63%
FFA
1944
Frazier Financial Advisors
Ohio
$11.7K – – –
ATC
1945
Adirondack Trust Company
New York
$11.7K – – –
CVM
1946
Cheviot Value Management
California
$11.4K +$10.8K +18 New
WCM
1947
WealthTrak Capital Management
Virginia
$11.1K +$4.8K +8 +80%
ACA
1948
Atlas Capital Advisors
Wyoming
$11.1K – – –
IWP
1949
IAG Wealth Partners
Wisconsin
$10.4K – – –
DWM
1950
Dogwood Wealth Management
Kansas
$10.4K +$10.2K +17 New
76 77
78
79 80