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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1276
Bank of Stockton
California
$213K +$213K +395 New
SW
1277
SkyOak Wealth
Michigan
$213K +$213K +395 New
IIC
1278
Ironwood Investment Counsel
Arizona
$210K +$210K +390 New
MIA
1279
MainStreet Investment Advisors
Illinois
$210K +$210K +390 New
WI
1280
Wintrust Investments
Illinois
$210K +$210K +390 New
KCM
1281
Kathmere Capital Management
Pennsylvania
$209K +$209K +387 New
BRWM
1282
B. Riley Wealth Management
Tennessee
$208K +$207K +385 New
BB
1283
Busey Bank
Illinois
$206K +$205K +381 New
NJBEST
1284
New Jersey Better Educational Savings Trust
New Jersey
$205K +$205K +380 New
CMO
1285
Covenant Multifamily Offices
Texas
$205K +$207K +385 New
MCA
1286
Magnolia Capital Advisors
Mississippi
$204K +$204K +379 New
SWA
1287
SOA Wealth Advisors
New York
$202K -$539 -1 -0.3%
BOS
1288
Bingham Osborn & Scarborough
California
$202K +$202K +375 New
AWM
1289
Atticus Wealth Management
Florida
$198K -$16.7K -31 -8%
FPFS
1290
First Personal Financial Services
North Carolina
$197K -$5.39K -10 -3%
HR
1291
Howe & Rusling
New York
$194K – – –
BWM
1292
BerganKDV Wealth Management
Minnesota
$186K -$2.69K -5 -1%
PWM
1293
Prentice Wealth Management
New York
$185K -$539 -1 -0.3%
SPWG
1294
Sage Private Wealth Group
Illinois
$179K – – –
JFGIW
1295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K -$57.1K -106 -25%
GEA
1296
Glen Eagle Advisors
New Jersey
$167K +$162K +301 +3,763%
RFA
1297
Reilly Financial Advisors
California
$159K -$2.16K -4 -1%
PB
1298
Pinnacle Bancorp
Nebraska
$159K +$10.8K +20 +7%
CWM
1299
Cedar Wealth Management
California
$156K – – –
MPWT
1300
MassMutual Private Wealth & Trust
Connecticut
$155K -$1.08K -2 -0.7%
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