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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1951
OneAscent Investment Solutions
Alabama
– -$337K -780 Closed
PA
1952
Planning Alternatives
Michigan
– -$334K -772 Closed
AWM
1953
Ariadne Wealth Management
California
– -$331K -765 Closed
AIA
1954
Accelerate Investment Advisors
California
– -$329K -761 Closed
KFP
1955
KMG Fiduciary Partners
Ohio
– -$327K -757 Closed
BWP
1956
Bernardo Wealth Planning
Pennsylvania
– -$327K -756 Closed
PL
1957
Plancorp LLC
Missouri
– -$265K -755 Closed
AF
1958
Arrow Financial
New York
– -$324K -750 Closed
SL
1959
SFM LLC
New Hampshire
– -$323K -748 Closed
TNA
1960
True North Advisors
Texas
– -$323K -748 Closed
NAMNJ
1961
NorthStar Asset Management (New Jersey)
New Jersey
– -$323K -747 Closed
IWS
1962
Integrity Wealth Solutions
Colorado
– -$323K -746 Closed
LDB
1963
Lee, Danner & Bass
Tennessee
– -$323K -746 Closed
NFA
1964
Northern Financial Advisors
Michigan
– -$322K -744 Closed
TP
1965
TritonPoint Partners
Maryland
– -$321K -743 Closed
CC
1966
Capital Counsel
New York
– -$321K -742 Closed
KWM
1967
KFG Wealth Management
Indiana
– -$319K -739 Closed
LB
1968
Legacy Bridge
Iowa
– -$318K -735 Closed
CFSG
1969
Clark Financial Services Group
Missouri
– -$317K -734 Closed
KWS
1970
Keystone Wealth Services
California
– -$317K -734 Closed
JAFL
1971
Jay A. Fishman Ltd
Michigan
– -$317K -732 Closed
SB
1972
Simmons Bank
Arkansas
– -$317K -732 Closed
3IP
1973
3Chopt Investment Partners
Virginia
– -$315K -729 Closed
MFA
1974
Mayflower Financial Advisors
Massachusetts
– -$314K -726 Closed
JBA
1975
Johnson Bixby & Associates
Washington
– -$313K -725 Closed
77 78
79
80 81