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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1101
Glassman Wealth Services
Virginia
$43K +$13.5K +43 +48%
WPA
1102
West Paces Advisors
Georgia
$42.4K – – –
AWA
1103
Arkadios Wealth Advisors
Georgia
$40.3K -$1.88K -6 -5%
EFSCE
1104
Enterprise Financial Services Corp (EFSC)
Missouri
$39K – – –
WT
1105
Washington Trust
Rhode Island
$39K +$14.1K +45 +60%
PGAM
1106
Princeton Global Asset Management
New Jersey
$36K -$36.6K -117 -52%
NR
1107
Newfound Research
Massachusetts
$35K +$33.2K +106 New
APWM
1108
Atlas Private Wealth Management
New York
$33K -$10K -32 -24%
PWMG
1109
Prestige Wealth Management Group
New Jersey
$33K – – –
NSB
1110
Norway Savings Bank
Maine
$33K +$31.3K +100 New
SC
1111
Slow Capital
California
$33K +$31.3K +100 New
BWA
1112
Burt Wealth Advisors
Maryland
$32K – – –
FA
1113
Financial Advantage
Maryland
$32K – – –
AWM
1114
Adams Wealth Management
Utah
$32K +$31K +99 New
CFD
1115
Creative Financial Designs
Indiana
$30K – – –
CA
1116
Crewe Advisors
Utah
$30K +$29.1K +93 New
FMP
1117
Financial Management Professionals
Texas
$29K – – –
SIC
1118
Salem Investment Counselors
North Carolina
$26K -$5.01K -16 -16%
AWM
1119
Avior Wealth Management
Nebraska
$26K – – –
LWANC
1120
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
SC
1121
Steph & Co
Wisconsin
$24K – – –
PFGIA
1122
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$5.63K +18 +32%
CSPIA
1123
Cary Street Partners Investment Advisory
Virginia
$24K +$23.5K +75 New
CT
1124
Clearstead Trust
Maine
$21K -$9.07K -29 -31%
HI
1125
Human Investing
Oregon
$21K -$4.07K -13 -17%
43 44
45
46 47