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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
2026
GPS Wealth Strategies Group
Colorado
$68K – – –
SVWA
2027
Sarver Vrooman Wealth Advisors
Missouri
$66.9K – – –
MWA
2028
Medallion Wealth Advisors
Connecticut
$66.2K – – –
SIC
2029
SJS Investment Consulting
Ohio
$64.9K +$66.3K +92 +3,067%
RS
2030
Rakuten Securities
Japan
$64.2K +$14.4K +20 +27%
SSG
2031
Summit Securities Group
New York
$62.1K +$65.6K +91 New
RWS
2032
Retirement Wealth Solutions
Wisconsin
$61.6K -$721 -1 -1%
HNB
2033
Hilltop National Bank
Wyoming
$60.8K – – –
PAG
2034
Paladin Advisory Group
Iowa
$58.7K – – –
AWM
2035
Abound Wealth Management
Tennessee
$58.6K – – –
HFS
2036
Hughes Financial Services
Virginia
$58.1K – – –
KFI
2037
Key Financial Inc
Pennsylvania
$57.8K -$2.16K -3 -3%
RA
2038
Ransom Advisory
Rhode Island
$57.4K – – –
SGK
2039
Steigerwald Gordon & Koch
Virginia
$56.7K +$59.8K +83 New
AWM
2040
Accredited Wealth Management
Kentucky
$56.7K +$156K +217 +261%
CJ
2041
Caitlin John
Michigan
$55.5K +$58.4K +81 New
AEPWM
2042
Atlantic Edge Private Wealth Management
Florida
$55.3K – – –
S
2043
Sachetta
Massachusetts
$53.3K +$10.8K +15 +24%
RCM
2044
Raleigh Capital Management
North Carolina
$53.2K -$2.88K -4 -5%
WIM
2045
Westside Investment Management
California
$52.3K +$31K +43 +126%
CIAS
2046
CBIZ Investment Advisory Services
Ohio
$51.9K +$2.88K +4 +6%
DF
2047
Dunhill Financial
United Kingdom
$51.5K – – –
KB
2048
Kimelman & Baird
New York
$51.2K – – –
KPP
2049
Kings Path Partners
Texas
$49.2K – – –
RWM
2050
Rialto Wealth Management
New York
$48.5K – – –
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