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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
2126
Tanglewood Legacy Advisors
Texas
$33.1K – – –
BFP
2127
Birchwood Financial Partners
Minnesota
$33.1K +$33K +50 New
AW
2128
Avion Wealth
Texas
$33K -$2.64K -4 -7%
MIM
2129
MTM Investment Management
South Carolina
$31.1K – – –
OAJ
2130
Ogorek Anthony Joseph
New York
$31K +$1.32K +2 +4%
CWM
2131
Copia Wealth Management
Oregon
$30.5K +$3.96K +6 +15%
DPW
2132
DiNuzzo Private Wealth
Pennsylvania
$29.8K – – –
MAM
2133
Marquette Asset Management
Minnesota
$29.1K +$9.91K +15 +52%
TF
2134
Tompkins Financial
New York
$27.8K +$4.63K +7 +20%
FC
2135
Fairscale Capital
New Hampshire
$27.2K – – –
TFA
2136
Toth Financial Advisory
Virginia
$27.1K – – –
HWA
2137
HHM Wealth Advisors
Tennessee
$26.5K – – –
LFA
2138
LGT Financial Advisors
Texas
$26.5K – – –
RWM
2139
Raffa Wealth Management
District of Columbia
$25.8K +$4.63K +7 +22%
SG
2140
Sankala Group
Colorado
$25K +$40.3K +61 New
ISWM
2141
Intesa Sanpaolo Wealth Management
$24.5K +$24.4K +37 New
JGCM
2142
Joseph Group Capital Management
Ohio
$24.5K +$24.4K +37 New
JSAM
2143
J. Safra Asset Management
New York
$23.2K +$23.1K +35 New
WAG
2144
Wilkerson Advisory Group
Missouri
$23.2K +$23.1K +35 New
TWD
2145
True Wealth Design
Ohio
$22.5K -$9.91K -15 -31%
AP
2146
Aspect Partners
Virginia
$21.9K +$1.98K +3 +10%
FRA
2147
Front Row Advisors
California
$21.2K – – –
OPTFSNA
2148
Old Point Trust & Financial Services N A
Virginia
$21.2K – – –
SFS
2149
Sunrise Financial Services
Washington
$21.2K +$21.1K +32 New
NWMP
2150
Noble Wealth Management PBC
Colorado
$20.5K – – –
84 85
86
87 88