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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1951
Avion Wealth
Texas
$21K +$3.83K +6 +21%
CTWM
1952
Cherry Tree Wealth Management
Minnesota
$20.7K – – –
CWM
1953
Centricity Wealth Management
Ohio
$20.7K +$21.1K +33 New
FRA
1954
Front Row Advisors
California
$20.1K – – –
OPTFSNA
1955
Old Point Trust & Financial Services N A
Virginia
$20.1K – – –
RFG
1956
REAP Financial Group
Texas
$19.5K -$8.31K -13 -30%
NWMP
1957
Noble Wealth Management PBC
Colorado
$19.5K +$19.8K +31 New
WCM
1958
Westend Capital Management
California
$18.9K – – –
AFM
1959
Aspetuck Financial Management
Connecticut
$18.9K +$19.2K +30 New
KTC
1960
Kentucky Trust Company
Kentucky
$18.9K +$19.2K +30 New
SIP
1961
Sellwood Investment Partners
Oregon
$18.9K +$19.2K +30 New
AP
1962
Aspect Partners
Virginia
$18.2K -$2.56K -4 -12%
NRG
1963
Nemes Rush Group
Michigan
$17.1K +$10.2K +16 +145%
VWA
1964
Valued Wealth Advisors
Utah
$17K -$3.19K -5 -16%
LAMC
1965
Longview Asset Management (California)
California
$17K +$17.3K +27 New
KWAG
1966
Kiely Wealth Advisory Group
North Carolina
$16.4K – – –
HHGA
1967
Halbert Hargrove Global Advisors
California
$16.4K +$16.6K +26 New
RWM
1968
Raffa Wealth Management
District of Columbia
$16.3K – – –
SAM
1969
Synergy Asset Management
Washington
$16.1K +$16.6K +26 New
CAM
1970
Creekmur Asset Management
Illinois
$15.7K -$1.92K -3 -11%
UFF
1971
USA Financial Formulas
Michigan
$15.7K +$639 +1 +4%
IMC
1972
Investment Management Corporation
Virginia
$15.5K +$16K +25 New
TF
1973
Tompkins Financial
New York
$15.1K – – –
PA
1974
Pineridge Advisors
Missouri
$14.5K +$14.7K +23 New
T
1975
Transce3nd
Texas
$14.5K +$14.7K +23 New
77 78
79
80 81