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INTU

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