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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2026
MCF Advisors
Kentucky
$136K +$104K +158 +336%
RS
2027
Rakuten Securities
Japan
$133K +$70.7K +107 +114%
BCM
2028
Berbice Capital Management
New York
$132K – – –
BCM
2029
Birch Capital Management
Texas
$130K – – –
BSC
2030
Brown Shipley & Co
United Kingdom
$128K – – –
STB
2031
S&T Bank
Pennsylvania
$127K +$17.2K +26 +16%
GPI
2032
General Partner Inc
Pennsylvania
$124K – – –
AT
2033
Avalon Trust
New Mexico
$121K – – –
ITIM
2034
Indiana Trust & Investment Management
Indiana
$119K – – –
VLKIM
2035
Van Lanschot Kempen Investment Management
Netherlands
$118K +$15.9K +24 +16%
CPG
2036
Cornerstone Planning Group
New Jersey
$116K -$661 -1 -0.5%
LIA
2037
Limestone Investment Advisors
New York
$113K +$112K +170 New
MSWM
2038
Mowery & Schoenfeld Wealth Management
Illinois
$109K +$2.64K +4 +3%
PMFA
2039
Plante Moran Financial Advisors
Michigan
$105K -$1.32K -2 -1%
SC
2040
Solstein Capital
California
$105K – – –
P
2041
Palladiem
Pennsylvania
$104K +$102K +155 New
CT
2042
Coastline Trust
Rhode Island
$101K – – –
CM
2043
Capula Management
Cayman Islands
$99.4K -$639K -967 -87%
FMTCOCP
2044
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$99K – – –
IBOK
2045
Independence Bank of Kentucky
Kentucky
$96.7K +$7.27K +11 +8%
AA
2046
Addison Advisors
Vermont
$96.1K -$4.63K -7 -5%
PWA
2047
Provenance Wealth Advisors
Florida
$94.7K – – –
PWMG
2048
Private Wealth Management Group
New Jersey
$93.4K – – –
CFG
2049
Clayton Financial Group
Missouri
$92.7K +$16.5K +25 +22%
CWP
2050
Clark Wealth Partners
Illinois
$92.6K – – –
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82
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