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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
1276
Cedar Mountain Advisors
Oregon
$223K – – –
PFBT
1277
Parkside Financial Bank & Trust
Missouri
$223K +$46.4K +112 +24%
VFA
1278
Valeo Financial Advisors
Indiana
$222K -$77K -186 -24%
WA
1279
Waverly Advisors
Alabama
$222K +$7.45K +18 +3%
ERIM
1280
Eagle Ridge Investment Management
Connecticut
$222K +$238K +575 New
KIA
1281
KCM Investment Advisors
California
$220K -$136K -329 -37%
WFA
1282
Wade Financial Advisory
California
$220K -$12K -29 -5%
BB
1283
Bell Bank
North Dakota
$219K +$235K +567 New
EA
1284
Echo45 Advisors
California
$217K -$54.7K -132 -19%
JSC
1285
Jackson Square Capital
California
$216K -$87.8K -212 -27%
WCF
1286
West Coast Financial
California
$216K – – –
I
1287
IMPACTfolio
Colorado
$215K +$11.2K +27 +5%
OCM
1288
One Capital Management
California
$214K -$18.6K -45 -7%
LF
1289
LifeSteps Financial
California
$214K – – –
IWM
1290
IHT Wealth Management
Illinois
$213K -$4.14K -10 -2%
AG
1291
Ascent Group
Virginia
$213K +$193K +467 New
SB
1292
Sunflower Bank
Texas
$212K -$46.4K -112 -17%
NERM
1293
New England Research & Management
Illinois
$212K – – –
BWA
1294
Bordeaux Wealth Advisors
California
$210K +$226K +545 New
PCM
1295
Prelude Capital Management
New York
$210K +$226K +546 New
HFA
1296
High Falls Advisors
New York
$206K – – –
BFAG
1297
Blackston Financial Advisory Group
Florida
$205K – – –
PWMG
1298
Prestige Wealth Management Group
New Jersey
$205K +$176K +424 +400%
FRM
1299
Fox Run Management
Connecticut
$204K +$219K +530 New
BW
1300
Bison Wealth
Georgia
$203K – – –
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