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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2101
Raffa Wealth Management
District of Columbia
$21.9K +$1.44K +2 +7%
TCA
2102
Trifecta Capital Advisors
Illinois
$21.2K +$15.9K +22 +244%
HCM
2103
Hollencrest Capital Management
California
$21.2K – – –
NCM
2104
Northwest Capital Management
Oregon
$21.2K – – –
NWMP
2105
Noble Wealth Management PBC
Colorado
$21.2K +$22.3K +31 New
VWA
2106
Valued Wealth Advisors
Utah
$20.5K – – –
KTC
2107
Kentucky Trust Company
Kentucky
$20.5K – – –
AP
2108
Aspect Partners
Virginia
$20.5K +$721 +1 +3%
T2I
2109
Turim 21 Investimentos
Brazil
$20.2K +$15.9K +22 New
MAM
2110
Marquette Asset Management
Minnesota
$19.8K +$20.9K +29 New
TIM
2111
Tortoise Investment Management
New York
$19.8K -$2.16K -3 -9%
HC
2112
Hurley Capital
New York
$19.8K +$20.9K +29 New
RF
2113
Robinswood Financial
Washington
$19.2K – – –
HDIM
2114
Hanson & Doremus Investment Management
Vermont
$18K – – –
EWP
2115
Elevation Wealth Partners
California
$17.8K +$18.7K +26 New
NEWAS
2116
N.E.W. Advisory Services
Wisconsin
$17.1K – – –
SA
2117
Strategic Advocates
Utah
$17.1K +$18K +25 New
WWA
2118
Wealth Watch Advisors
Colorado
$16.4K +$17.3K +24 New
MNA
2119
Manning & Napier Advisors
New York
$15.7K +$16.6K +23 New
OIA
2120
Optimum Investment Advisors
Illinois
$13.7K – – –
FFA
2121
Frazier Financial Advisors
Ohio
$13K – – –
W
2122
WealthCollab
Washington
$13K +$2.16K +3 +19%
BFS
2123
Bare Financial Services
Pennsylvania
$13K +$2.88K +4 +27%
ATC
2124
Adirondack Trust Company
New York
$13K – – –
DWM
2125
Dogwood Wealth Management
Kansas
$12.3K -$13K -18 -50%
83 84
85
86 87