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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1951
Beaird Harris Wealth Management
Texas
$5.62K – – –
LAMC
1952
Longview Asset Management (California)
California
$5.62K – – –
IW
1953
Imprint Wealth
South Carolina
$5.19K -$3.34K -7 -37%
TFM
1954
TFC Financial Management
Massachusetts
$5.19K -$477 -1 -8%
SPF
1955
South Plains Financial
Texas
$5.19K -$44.4K -93 -89%
RCM
1956
Raleigh Capital Management
North Carolina
$4.81K -$30.5K -64 -85%
BL
1957
BFSG LLC
California
$4.76K – – –
SN
1958
Sittner & Nelson
Oregon
$4.76K – – –
BH
1959
Burk Holdings
Oklahoma
$4.76K +$5.25K +11 New
PGAM
1960
Princeton Global Asset Management
New Jersey
$4.32K -$6.34M -13,295 -100%
NL
1961
NorthAvenue LLC
Ohio
$4.32K -$477 -1 -9%
BC
1962
Barrett & Company
Rhode Island
$4.32K – – –
EPIME
1963
Evelyn Partners Investment Management (Europe)
$4.32K – – –
GA
1964
GoalVest Advisory
New York
$4.32K – – –
KTC
1965
Kentucky Trust Company
Kentucky
$4.32K – – –
MTIC
1966
Missouri Trust & Investment Company
Missouri
$4.32K – – –
ACA
1967
American Capital Advisory
Idaho
$4.32K +$1.91K +4 +67%
EF
1968
Entrust Financial
Pennsylvania
$4.32K +$4.77K +10 New
OA
1969
Operose Advisors
Wisconsin
$3.89K +$4.29K +9 New
GWM
1970
Gilpin Wealth Management
Colorado
$3.46K +$954 +2 +33%
BHWM
1971
Bay Harbor Wealth Management
Maryland
$3.46K -$3.34K -7 -47%
BCPWM
1972
Bradley & Co Private Wealth Management
Florida
$3.46K – – –
Q1WB
1973
Quest 10 Wealth Builders
Virginia
$3.46K +$2.86K +6 +300%
SIM
1974
Synergy Investment Management
Florida
$3.46K +$3.82K +8 New
NL
1975
NVWM LLC
Pennsylvania
$3.03K -$49.1K -103 -94%
77 78
79
80 81