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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
WPA
901
West Paces Advisors
Georgia
$41.8K
SWA
902
Sutton Wealth Advisors
Florida
$41.6K +$693 +3 +2%
CAGAS
903
Capital Advisory Group Advisory Services
Minnesota
$39K
WAP
904
Wealthcare Advisory Partners
Pennsylvania
$39K
VFA
905
Valeo Financial Advisors
Indiana
$35K
EFSCE
906
Enterprise Financial Services Corp (EFSC)
Missouri
$34K +$3.24K +14 +12%
DBT
907
Dubuque Bank & Trust
Iowa
$33K
TA
908
Thor Advisors
New York
$33K +$29.6K +128 New
SPL
909
Smart Portfolios LLC
Washington
$29K
CIM
910
Contravisory Investment Management
Massachusetts
$28K
TFO
911
Tarbox Family Office
California
$28K
FGAM
912
Financial Gravity Asset Management
Texas
$28K +$24.7K +107 New
PO
913
Private Ocean
California
$28K +$25K +108 New
CI
914
CX Institutional
Indiana
$27K +$10.9K +47 +85%
BWA
915
Burt Wealth Advisors
Maryland
$26K
AIA
916
Alera Investment Advisors
Illinois
$26K +$693 +3 +3%
PAI
917
Pittenger & Anderson Inc
Nebraska
$26K +$5.78K +25 +33%
FA
918
Financial Advantage
Maryland
$26K +$23.1K +100 New
GRP
919
Global Retirement Partners
California
$25K -$2.77K -12 -11%
HDIM
920
Hanson & Doremus Investment Management
Vermont
$25K -$1.85K -8 -8%
CT
921
Clearstead Trust
Maine
$25K +$21.5K +93 New
SCM
922
Shelton Capital Management
Colorado
$23.7K -$4.05M -17,525 -74%
WF
923
WealthTrust Fairport
Ohio
$23K
SBL
924
Sargent Bickham Lagudis
Colorado
$22K
HI
925
Human Investing
Oregon
$22K +$2.08K +9 +12%