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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Calamos Wealth Management
Illinois
$746K -$6.99M -20,054 -88%
SC
927
Syon Capital
California
$746K -$436K -1,251 -30%
PWP
928
Precedent Wealth Partners
Texas
$746K -$1.39K -4 -0.1%
APG
929
Abacus Planning Group
South Carolina
$739K -$15K -43 -1%
RI
930
Ridgewood Investments
New Jersey
$736K +$278K +798 +39%
PCP
931
Proficio Capital Partners
Massachusetts
$734K +$812K +2,330 +481%
ACL
932
Applied Capital LLC
Florida
$734K +$420K +1,207 +75%
AWA
933
Arkadios Wealth Advisors
Georgia
$729K +$230K +661 +31%
UAS
934
United Asset Strategies
New York
$727K +$266K +764 +38%
MCWS
935
McKinley Carter Wealth Services
West Virginia
$722K -$4.95M -14,210 -84%
RWC
936
Rare Wolf Capital
Washington
$717K +$481K +1,382 +101%
FNFDCM
937
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$715K – – –
FWA
938
FSM Wealth Advisors
Ohio
$708K -$91.6K -263 -9%
MGIA
939
Moneta Group Investment Advisors
Missouri
$703K -$12.9K -37 -1%
CPC
940
Congress Park Capital
New York
$696K +$434K +1,245 +88%
CNC
941
Citizens & Northern Corp
Pennsylvania
$695K +$15K +43 +2%
FBT
942
First Bank & Trust
South Dakota
$688K -$428K -1,228 -32%
BFG
943
Berger Financial Group
Minnesota
$687K -$4.52M -12,986 -83%
HIP
944
HUB Investment Partners
Texas
$685K +$305K +875 +50%
IC
945
Inscription Capital
Texas
$684K +$214K +613 +31%
MYAM
946
Meiji Yasuda Asset Management
Japan
$684K +$119K +341 +15%
SFS
947
Stiles Financial Services
Minnesota
$682K -$53.6K -154 -6%
CYG
948
Clean Yield Group
Vermont
$681K – – –
ATPW
949
Ashton Thomas Private Wealth
Arizona
$678K -$964K -2,767 -52%
FLI
950
Family Legacy Inc
South Carolina
$672K -$2.79K -8 -0.3%
36 37
38
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