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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1126
Personal CFO Solutions
New Jersey
$357K -$46.9K -87 -12%
VWM
1127
Vigilare Wealth Management
Arizona
$357K +$8.08K +15 +2%
YMRC
1128
Yorktown Management & Research Company
Virginia
$356K – – –
JF
1129
JSF Financial
California
$354K -$16.2K -30 -4%
WA
1130
Waverly Advisors
Alabama
$354K +$21.6K +40 +7%
MSA
1131
Marino Stram & Associates
Massachusetts
$353K +$352K +654 New
TFO
1132
Tarbox Family Office
California
$352K – – –
LWMM
1133
Legacy Wealth Management (Mississippi)
Mississippi
$351K – – –
JSC
1134
Jackson Square Capital
California
$350K – – –
MA
1135
MJP Associates
Connecticut
$348K +$10.2K +19 +3%
IFG
1136
Independent Financial Group
California
$345K +$67.9K +126 +25%
HFAS
1137
Hummer Financial Advisory Services
Illinois
$345K – – –
LA
1138
Latitude Advisors
Florida
$344K +$343K +637 New
VBFP
1139
Valtinson Bruner Financial Planning
Minnesota
$342K – – –
FWM
1140
Frontier Wealth Management
Missouri
$341K -$8.62K -16 -2%
LIM
1141
Leavell Investment Management
Alabama
$340K -$23.2K -43 -6%
KFS
1142
Kurt F. Somerville
$340K – – –
WFA
1143
Wade Financial Advisory
California
$338K – – –
CCA
1144
Childress Capital Advisors
Texas
$337K +$26.4K +49 +9%
AS
1145
Altshuler Shaham
Israel
$336K +$206K +382 +161%
ADL
1146
Asset Dedication LLC
California
$335K -$7.54K -14 -2%
SIM
1147
Sonora Investment Management
Arizona
$334K – – –
IWM
1148
IHT Wealth Management
Illinois
$334K +$95.4K +177 +40%
FANJ
1149
Financial Architects (New Jersey)
New Jersey
$333K – – –
CRC
1150
Curi RMB Capital
Illinois
$333K +$3.23K +6 +1%
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