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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2076
Boreal Capital Management
Florida
$34.1K – – –
CSB
2077
City State Bank
Iowa
$34.1K – – –
TLA
2078
Tanglewood Legacy Advisors
Texas
$34.1K – – –
KG
2079
Kilter Group
New York
$33.5K +$2.88K +4 +9%
RWM
2080
RMG Wealth Management
Wisconsin
$33.3K – – –
TWD
2081
True Wealth Design
Ohio
$33.2K +$8.65K +12 +32%
POIA
2082
Pin Oak Investment Advisors
Texas
$32.8K +$34.6K +48 New
MA
2083
MCF Advisors
Kentucky
$32.1K +$5.77K +8 +21%
MIM
2084
MTM Investment Management
South Carolina
$32.1K +$19.5K +27 +135%
DPW
2085
DiNuzzo Private Wealth
Pennsylvania
$30K – – –
OAJ
2086
Ogorek Anthony Joseph
New York
$30K -$721 -1 -2%
HHGA
2087
Halbert Hargrove Global Advisors
California
$28.1K +$10.8K +15 +58%
FC
2088
Fairscale Capital
New Hampshire
$28K – – –
TFA
2089
Toth Financial Advisory
Virginia
$27.9K -$14.4K -20 -33%
HWA
2090
HHM Wealth Advisors
Tennessee
$27.3K -$51.2K -71 -64%
CWM
2091
Copia Wealth Management
Oregon
$27.3K – – –
LFA
2092
LGT Financial Advisors
Texas
$27.3K – – –
SHM
2093
Sagard Holdings Management
Ontario, Canada
$24.6K – – –
NFSG
2094
Newbridge Financial Services Group
Florida
$24.1K -$226K -313 -90%
BDPWM
2095
Barnes Dennig Private Wealth Management
Ohio
$23.9K -$99.5K -138 -80%
TF
2096
Tompkins Financial
New York
$23.9K – – –
HNW
2097
High Note Wealth
Minnesota
$23.9K +$2.16K +3 +9%
IW
2098
Imprint Wealth
South Carolina
$23.2K +$24.5K +34 New
FRA
2099
Front Row Advisors
California
$21.9K – – –
OPTFSNA
2100
Old Point Trust & Financial Services N A
Virginia
$21.9K – – –
82 83
84
85 86