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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1101
Transform Wealth
Colorado
$406K – – –
TWM
1102
Thrive Wealth Management
Pennsylvania
$406K -$27.8K -70 -6%
WBG
1103
Wharton Business Group
Pennsylvania
$403K – – –
GLA
1104
Great Lakes Advisors
Illinois
$402K -$37.3K -94 -8%
EFG
1105
Ethos Financial Group
Pennsylvania
$399K +$407K +1,025 New
AWA
1106
Arkadios Wealth Advisors
Georgia
$399K – – –
KWM
1107
Kingsview Wealth Management
Oregon
$398K -$3.57K -9 -0.9%
IIC
1108
Integrated Investment Consultants
Michigan
$396K +$60.3K +152 +18%
WSTAM
1109
Wilbanks Smith & Thomas Asset Management
Virginia
$395K +$10.7K +27 +3%
IWC
1110
Integrated Wealth Concepts
Massachusetts
$395K +$7.93K +20 +2%
PWMG
1111
Prestige Wealth Management Group
New Jersey
$394K +$169K +425 +72%
CGA
1112
Crescent Grove Advisors
Illinois
$392K – – –
AC
1113
Abbrea Capital
California
$391K +$62.7K +158 +19%
KP
1114
Keel Point
Alabama
$390K +$103K +260 +35%
LOAMU
1115
Lombard Odier Asset Management (USA)
New York
$389K – – –
PWMG
1116
Pinnacle Wealth Management Group
Michigan
$389K – – –
RC
1117
RBF Capital
California
$389K – – –
BTI
1118
Blue Trust Inc
Georgia
$389K +$240K +605 +150%
CT
1119
Caldwell Trust
Florida
$389K – – –
WC
1120
Woodstock Corp
Massachusetts
$386K -$3.97K -10 -1%
CHP
1121
Cable Hill Partners
Oregon
$385K -$199K -501 -34%
CIC
1122
Carnegie Investment Counsel
Ohio
$382K -$13.9K -35 -3%
GC
1123
Gilbert & Cook
Iowa
$381K -$132K -332 -25%
CBT
1124
CoreFirst Bank & Trust
Kansas
$381K – – –
RPWA
1125
Regent Peak Wealth Advisors
Georgia
$381K -$1.98K -5 -0.5%
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