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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2026
Wedge Capital Management
North Carolina
– -$267K -617 Closed
AC
2027
Apella Capital
Connecticut
– -$241K -614 Closed
DIS
2028
Diversified Investment Strategies
Louisiana
– -$265K -614 Closed
MCWA
2029
Meadow Creek Wealth Advisors
Georgia
– -$265K -613 Closed
KWA
2030
Kingswood Wealth Advisors
California
– -$263K -607 Closed
LWM
2031
Latko Wealth Management
Illinois
– -$261K -604 Closed
CAM
2032
Columbia Asset Management
Michigan
– -$260K -602 Closed
NERM
2033
New England Research & Management
Illinois
– -$260K -601 Closed
SVWAG
2034
Sound View Wealth Advisors Group
Georgia
– -$260K -601 Closed
ECAM
2035
East Coast Asset Management
Massachusetts
– -$259K -600 Closed
GA
2036
Gordian Advisors
Arizona
– -$259K -600 Closed
SAMT
2037
Select Asset Management & Trust
Pennsylvania
– -$259K -600 Closed
VCM
2038
Virtue Capital Management
Tennessee
– -$257K -600 Closed
FNBOO
2039
First National Bank of Omaha
Nebraska
– -$256K -597 Closed
AFW
2040
Avantra Family Wealth
Pennsylvania
– -$257K -594 Closed
KA
2041
KDT Advisors
New York
– -$257K -594 Closed
TBWA
2042
Three Bridge Wealth Advisors
California
– -$256K -591 Closed
RA
2043
Riversedge Advisors
Delaware
– -$255K -590 Closed
MFS
2044
Mirabella Financial Services
United Kingdom
– -$255K -589 Closed
VAF
2045
Values Added Financial
District of Columbia
– -$253K -585 Closed
PW
2046
PUREfi Wealth
Massachusetts
– -$252K -582 Closed
SAM
2047
Strategy Asset Managers
California
– -$251K -581 Closed
CCM
2048
Consolidated Capital Management
California
– -$250K -579 Closed
CPWM
2049
Cypress Point Wealth Management
Texas
– -$249K -575 Closed
GC
2050
Gilbert & Cook
Iowa
– -$247K -571 Closed
80 81
82
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