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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
2026
Legacy Wealth Management (Idaho)
Idaho
$85.1K -$6.77K -10 -8%
LIS
2027
Legacy Investment Solutions
Idaho
$85.1K +$73.1K +108 New
FMP
2028
Financial Management Professionals
Texas
$85.1K -$5.41K -8 -7%
NL
2029
NVWM LLC
Pennsylvania
$84.3K +$1.35K +2 +2%
TCM
2030
TD Capital Management
Tennessee
$82.8K +$33.8K +50 +91%
HBW
2031
Hazlett, Burt & Watson
West Virginia
$82K -$4.06K -6 -5%
DF
2032
DecisionPoint Financial
Arizona
$81.9K +$3.38K +5 +5%
BI
2033
Binnacle Investments
Iowa
$79.6K +$4.74K +7 +7%
VEA
2034
Virtus ETF Advisers
New York
$78.8K – – –
GWSG
2035
GPS Wealth Strategies Group
Colorado
$78.4K +$1.35K +2 +2%
SVWA
2036
Sarver Vrooman Wealth Advisors
Missouri
$77.2K – – –
RFG
2037
REAP Financial Group
Texas
$76.5K +$33.2K +49 +102%
MWA
2038
Medallion Wealth Advisors
Connecticut
$75.6K – – –
SL
2039
Salomon & Ludwin
Virginia
$72.7K +$16.9K +25 +36%
RWS
2040
Retirement Wealth Solutions
Wisconsin
$71.8K -$1.35K -2 -2%
HNB
2041
Hilltop National Bank
Wyoming
$70.1K +$60.2K +89 New
HFS
2042
Hughes Financial Services
Virginia
$69.3K +$4.74K +7 +9%
KFI
2043
Key Financial Inc
Pennsylvania
$69.3K – – –
PAG
2044
Paladin Advisory Group
Iowa
$67.7K – – –
AWM
2045
Abound Wealth Management
Tennessee
$67.4K +$2.03K +3 +4%
RA
2046
Ransom Advisory
Rhode Island
$66.2K – – –
AWM
2047
Accredited Wealth Management
Kentucky
$65.4K – – –
PP
2048
Pacifica Partners
Canada
$64.5K – – –
RCM
2049
Raleigh Capital Management
North Carolina
$64.4K -$7.44K -11 -12%
AEPWM
2050
Atlantic Edge Private Wealth Management
Florida
$63.8K – – –
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