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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1951
Portus Wealth Advisors
North Carolina
$6.49K +$7.16K +15 New
AIC
1952
Archer Investment Corporation
Indiana
$6.27K -$167K -350 -96%
CI
1953
Clal Insurance
Israel
$6K – – –
DF
1954
Dunhill Financial
United Kingdom
$5.83K -$60.6K -127 -91%
PP
1955
PFS Partners
New Jersey
$5.72K – – –
BW
1956
Basepoint Wealth
Iowa
$5.65K – – –
BHWM
1957
Beaird Harris Wealth Management
Texas
$5.62K – – –
LAMC
1958
Longview Asset Management (California)
California
$5.62K – – –
IW
1959
Imprint Wealth
South Carolina
$5.19K -$3.34K -7 -37%
TFM
1960
TFC Financial Management
Massachusetts
$5.19K -$477 -1 -8%
SPF
1961
South Plains Financial
Texas
$5.19K -$44.4K -93 -89%
RCM
1962
Raleigh Capital Management
North Carolina
$4.81K -$30.5K -64 -85%
BL
1963
BFSG LLC
California
$4.76K – – –
SN
1964
Sittner & Nelson
Oregon
$4.76K – – –
BH
1965
Burk Holdings
Oklahoma
$4.76K +$5.25K +11 New
PGAM
1966
Princeton Global Asset Management
New Jersey
$4.32K -$6.34M -13,295 -100%
NL
1967
NorthAvenue LLC
Ohio
$4.32K -$477 -1 -9%
BC
1968
Barrett & Company
Rhode Island
$4.32K – – –
EPIME
1969
Evelyn Partners Investment Management (Europe)
$4.32K – – –
GA
1970
GoalVest Advisory
New York
$4.32K – – –
KTC
1971
Kentucky Trust Company
Kentucky
$4.32K – – –
MTIC
1972
Missouri Trust & Investment Company
Missouri
$4.32K – – –
ACA
1973
American Capital Advisory
Idaho
$4.32K +$1.91K +4 +67%
EF
1974
Entrust Financial
Pennsylvania
$4.32K +$4.77K +10 New
OA
1975
Operose Advisors
Wisconsin
$3.89K +$4.29K +9 New
77 78
79
80 81