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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1226
Parkside Financial Bank & Trust
Missouri
$201K +$3.04K +7 +2%
LW
1227
Linscomb Wealth
Texas
$201K +$178K +410 New
LC
1228
Lunia Capital
Texas
$201K +$178K +411 New
AWA
1229
Aaron Wealth Advisors
Illinois
$200K +$177K +409 New
LWP
1230
Legacy Wealth Planning
Nevada
$200K +$177K +409 New
HI
1231
Harbour Investments
Wisconsin
$198K +$11.7K +27 +7%
FA
1232
Fortis Advisors
Pennsylvania
$196K – – –
ALAM
1233
Asahi Life Asset Management
Japan
$196K +$173K +400 New
AWM
1234
Atticus Wealth Management
Florida
$195K – – –
LC
1235
Lindbrook Capital
California
$195K +$4.77K +11 +3%
AWA
1236
Arkadios Wealth Advisors
Georgia
$189K -$102K -235 -38%
CFA
1237
Carroll Financial Associates
North Carolina
$185K -$166K -383 -50%
FPFS
1238
First Personal Financial Services
North Carolina
$184K – – –
SWA
1239
SOA Wealth Advisors
New York
$184K +$52.5K +121 +47%
TFS
1240
TrustCore Financial Services
Tennessee
$183K +$29.9K +69 +23%
HR
1241
Howe & Rusling
New York
$176K – – –
CFO
1242
CVA Family Office
Colorado
$175K +$68.5K +158 +80%
BWM
1243
BerganKDV Wealth Management
Minnesota
$171K – – –
PWM
1244
Prentice Wealth Management
New York
$168K +$49K +113 +49%
SPWG
1245
Sage Private Wealth Group
Illinois
$163K – – –
FPS
1246
Fieldpoint Private Securities
Connecticut
$156K +$2.6K +6 +2%
RFA
1247
Reilly Financial Advisors
California
$146K – – –
KFP
1248
KB Financial Partners
New Jersey
$143K -$29.9K -69 -19%
CWM
1249
Cedar Wealth Management
California
$142K +$10.4K +24 +9%
MPWT
1250
MassMutual Private Wealth & Trust
Connecticut
$142K +$37.3K +86 +42%
48 49
50
51 52