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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1101
Arete Wealth Advisors
Illinois
$1.48M +$603K +891 +91%
PWPS
1102
Pinnacle Wealth Planning Services
Ohio
$1.47M +$22.3K +33 +2%
PWP
1103
Precedent Wealth Partners
Texas
$1.46M +$252K +373 +25%
GWS
1104
Greykasell Wealth Strategies
California
$1.46M -$12.2K -18 -1%
BPCE
1105
Bank Pictet & Cie (Europe)
Germany
$1.46M -$12.2K -18 -1%
SIA
1106
Schear Investment Advisers
Ohio
$1.45M -$52.8K -78 -4%
WAM
1107
Worth Asset Management
Texas
$1.42M +$1.22M +1,802 New
PCP
1108
Proficio Capital Partners
Massachusetts
$1.41M +$102K +151 +9%
EI
1109
Ellevest Inc
New York
$1.41M +$50.1K +74 +4%
GAM
1110
Groupama Asset Management
France
$1.41M -$2.39M -3,526 -66%
QWM
1111
Quadcap Wealth Management
Texas
$1.4M +$152K +225 +14%
SFC
1112
SYM Financial Corp
Indiana
$1.4M -$14.9K -22 -1%
FA
1113
Fiduciary Alliance
South Carolina
$1.4M +$150K +221 +14%
SP
1114
Stablepoint Partners
Massachusetts
$1.4M -$660K -975 -35%
VCM
1115
Verde Capital Management
Michigan
$1.39M +$88.7K +131 +8%
CFG
1116
Cooper Financial Group
California
$1.39M -$179K -264 -13%
KIC
1117
Kensington Investment Counsel
California
$1.38M +$4.06K +6 +0.3%
MPIA
1118
Milestones Private Investment Advisors
New York
$1.38M +$1.18M +1,748 New
BFA
1119
Brown Financial Advisors
Ohio
$1.37M -$295K -436 -20%
CPW
1120
Cove Private Wealth
New York
$1.37M – – –
TWM
1121
Thrive Wealth Management
Pennsylvania
$1.37M -$49.4K -73 -4%
KOC
1122
Koss-Olinger Consulting
Florida
$1.36M +$677 +1 +0.1%
SC
1123
Stance Capital
Massachusetts
$1.36M +$1.17M +1,728 New
LFAS
1124
Level Four Advisory Services
Texas
$1.36M +$58.2K +86 +5%
MA
1125
MJP Associates
Connecticut
$1.36M -$102K -151 -8%
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