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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1176
Atticus Wealth Management
Florida
$151K – – –
HR
1177
Howe & Rusling
New York
$146K -$29.9K -85 -18%
BWM
1178
BerganKDV Wealth Management
Minnesota
$146K +$17.9K +51 +15%
FPFS
1179
First Personal Financial Services
North Carolina
$142K – – –
LC
1180
Lindbrook Capital
California
$134K +$32K +91 +35%
USGIU
1181
U.S. Global Investors (USGI)
Texas
$133K +$123K +350 New
NR
1182
Newfound Research
Massachusetts
$132K +$84.6K +241 +227%
JWM
1183
Janiczek Wealth Management
Colorado
$132K +$102K +291 +511%
PCG
1184
Private Capital Group
Connecticut
$129K +$9.48K +27 +9%
CAAS
1185
Capital Asset Advisory Services
Michigan
$129K +$119K +340 New
SPWG
1186
Sage Private Wealth Group
Illinois
$126K +$117K +332 New
KCM
1187
Kathmere Capital Management
Pennsylvania
$122K +$4.57K +13 +4%
RFA
1188
Reilly Financial Advisors
California
$119K -$1.76K -5 -2%
TFS
1189
TrustCore Financial Services
Tennessee
$115K +$10.2K +29 +11%
KTC
1190
Kistler-Tiffany Companies
Pennsylvania
$114K +$105K +300 New
FFA
1191
Freedman Financial Associates
Massachusetts
$109K +$101K +287 New
OIA
1192
Optimum Investment Advisors
Illinois
$106K – – –
RCA
1193
Ranch Capital Advisors
Florida
$106K – – –
CWC
1194
Carolinas Wealth Consulting
North Carolina
$105K -$55.5K -158 -36%
PB
1195
Pinnacle Bancorp
Nebraska
$104K – – –
HWA
1196
Heritage Wealth Advisors
Virginia
$102K – – –
CCA
1197
Childress Capital Advisors
Texas
$102K +$94.1K +268 New
MCM
1198
Manchester Capital Management
Vermont
$100K -$1.46M -4,171 -94%
GAM
1199
Gemmer Asset Management
California
$100K -$5.27K -15 -5%
SWA
1200
SOA Wealth Advisors
New York
$98K +$86.7K +247 New
46 47
48
49 50