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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
1101
Waller Financial Planning Group
Ohio
$1M – – –
VCM
1102
Verde Capital Management
Michigan
$1M +$277K +462 +40%
WA
1103
WBH Advisory
Maryland
$1M -$30.6K -51 -3%
HIMC
1104
Heritage Investors Management Corp
Maryland
$1M +$87.1K +145 +10%
RCG
1105
Regatta Capital Group
California
$994K +$21K +35 +2%
TPI
1106
Trust Point Inc
Wisconsin
$992K -$411K -685 -30%
HIIFS
1107
Harel Insurance Investments & Financial Services
Israel
$987K +$796K +1,326 +472%
FFS
1108
Founders Financial Securities
Maryland
$984K +$270K +450 +39%
AG
1109
Ascent Group
Virginia
$984K +$276K +460 +40%
ESBC
1110
E.S. Barr & Co
Kentucky
$973K -$135K -225 -12%
PL
1111
Perpetual Ltd
Australia
$965K -$58.2K -97 -6%
FFM
1112
Forum Financial Management
Illinois
$961K +$69.1K +115 +8%
BHPW
1113
Beverly Hills Private Wealth
California
$959K -$34.2K -57 -4%
CBTWT
1114
Community Bank & Trust (Waco, Texas)
Texas
$958K -$4.2K -7 -0.4%
WAM
1115
Weatherly Asset Management
California
$957K -$6K -10 -0.6%
QWM
1116
Quadcap Wealth Management
Texas
$957K +$52.8K +88 +6%
TPWA
1117
Twin Peaks Wealth Advisors
California
$955K +$605K +1,008 +168%
FA
1118
Fiduciary Alliance
South Carolina
$955K +$609K +1,014 +187%
CWP
1119
Curated Wealth Partners
California
$952K +$250K +417 +37%
GLA
1120
Great Lakes Advisors
Illinois
$950K -$145K -242 -14%
WWA
1121
Wealth Watch Advisors
Colorado
$947K +$849K +1,414 +88%
CWM
1122
Calamos Wealth Management
Illinois
$944K +$69.1K +115 +8%
PHAM
1123
Palisades Hudson Asset Management
Florida
$940K -$19.2K -32 -2%
WSCM
1124
Wellington Shields Capital Management
New York
$936K – – –
TW
1125
TritonPoint Wealth
Maryland
$935K +$45K +75 +5%
43 44
45
46 47