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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1951
Gerber Kawasaki Wealth & Investment Management
California
$207K +$177K +262 New
CWM
1952
Cherrydale Wealth Management
New Jersey
$207K +$178K +263 New
EB
1953
Emprise Bank
Kansas
$206K +$177K +262 New
PCMF
1954
Private Capital Management (Florida)
Florida
$206K +$177K +262 New
DA
1955
Detalus Advisors
Missouri
$206K +$177K +262 New
EHC
1956
Everett Harris & Co
California
$206K +$177K +261 New
MCA
1957
Magnolia Capital Advisors
Mississippi
$206K +$177K +261 New
NWM
1958
Nova Wealth Management
Florida
$206K -$39.9K -59 -18%
HGWM
1959
Horst & Graben Wealth Management
Oregon
$204K +$176K +260 New
IEFM
1960
IQ EQ Fund Management
Ireland
$204K +$175K +259 New
WCFA
1961
Walkner Condon Financial Advisors
Wisconsin
$203K +$175K +258 New
WAM
1962
WealthTrust Asset Management
Florida
$202K +$173K +256 New
XT
1963
XTX Topco
Cayman Islands
$202K +$173K +256 New
SRWM
1964
Shira Ridge Wealth Management
California
$201K +$173K +255 New
WF
1965
Wayfinding Financial
Washington
$201K – – –
OFO
1966
OneAscent Family Office
Alabama
$201K +$173K +255 New
MSFS
1967
Main Street Financial Solutions
Pennsylvania
$201K +$173K +255 New
IWM
1968
Integris Wealth Management
California
$201K +$173K +255 New
LBC
1969
Lowe Brockenbrough & Co
Virginia
$201K +$173K +255 New
NGA
1970
Naples Global Advisors
Florida
$200K -$49.4K -73 -22%
GEA
1971
Glen Eagle Advisors
New Jersey
$197K -$157K -232 -48%
RA
1972
Rise Advisors
New York
$191K -$677 -1 -0.4%
WPWM
1973
Western Pacific Wealth Management
Illinois
$189K -$10.2K -15 -6%
WSC
1974
Wellington Shields & Co
New York
$188K -$11.5K -17 -7%
NC
1975
NewSquare Capital
Pennsylvania
$188K +$71.7K +106 +80%
77 78
79
80 81