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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1926
Ponta Wealth Partners
Florida
$229K +$228K +345 New
EA
1927
Echo45 Advisors
California
$228K +$12.6K +19 +6%
TPWM
1928
Twelve Points Wealth Management
Massachusetts
$228K – – –
CIAS
1929
CFS Investment Advisory Services
New Jersey
$227K -$1.32K -2 -0.6%
WP
1930
Westmount Partners
California
$227K +$1.98K +3 +0.9%
XF
1931
XML Financial
Maryland
$226K -$11.2K -17 -5%
CCA
1932
Cadent Capital Advisors
Oklahoma
$226K – – –
RFM
1933
Royal Fund Management
Florida
$226K +$1.32K +2 +0.6%
SPA
1934
Sherbrooke Park Advisers
New York
$225K -$568K -859 -72%
CAC
1935
Certified Advisory Corp
Florida
$225K – – –
BDF
1936
Black Diamond Financial
Maryland
$225K +$224K +339 New
EAM
1937
Empirical Asset Management
Massachusetts
$224K -$508K -769 -69%
QPWM
1938
Quadrant Private Wealth Management
Pennsylvania
$224K +$223K +338 New
CFGW
1939
Chancellor Financial Group WB
Pennsylvania
$223K – – –
LTM
1940
Lotus Technology Management
Florida
$223K +$223K +337 New
PWA
1941
Physician Wealth Advisors
Utah
$223K +$20.5K +31 +10%
ACI
1942
Alpha Cubed Investments
California
$223K -$3.3K -5 -1%
FNB
1943
Farmers National Bank
Kentucky
$222K -$29.7K -45 -12%
BOS
1944
Bank of Stockton
California
$222K -$11.9K -18 -5%
PFG
1945
Putney Financial Group
California
$222K – – –
SAM
1946
Seelaus Asset Management
New Jersey
$221K +$221K +334 New
BCP
1947
Blue Chip Partners
Michigan
$219K -$7.27K -11 -3%
LA
1948
Legacy Advisors
Pennsylvania
$217K -$71.4K -108 -25%
FFA
1949
Fragasso Financial Advisors
Pennsylvania
$217K +$216K +327 New
BPW
1950
Bingham Private Wealth
California
$216K +$215K +326 New
76 77
78
79 80