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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
1301
First Affirmative Financial Network
Colorado
$815K +$22.3K +33 +3%
WBG
1302
Wharton Business Group
Pennsylvania
$815K – – –
CWG
1303
Cornerstone Wealth Group
North Carolina
$814K +$127K +188 +22%
LA
1304
LVW Advisors
New York
$810K +$227K +336 +49%
CPWA
1305
Cerro Pacific Wealth Advisors
California
$809K -$82.6K -122 -11%
FNT
1306
First National Trust
Pennsylvania
$807K -$9.47K -14 -1%
APW
1307
Aventura Private Wealth
Florida
$803K -$4.06K -6 -0.6%
PSP
1308
Principal Street Partners
Tennessee
$797K +$383K +566 +127%
PL
1309
Plancorp LLC
Missouri
$794K +$73.8K +109 +12%
PDL
1310
Portfolio Design Labs
California
$793K +$414K +612 +155%
RC
1311
RBF Capital
California
$788K – – –
C
1312
Certuity
Florida
$786K +$161K +238 +31%
GBT
1313
Grove Bank & Trust
Florida
$783K +$12.2K +18 +2%
TIA
1314
Tiemann Investment Advisors
California
$782K +$11.5K +17 +2%
PCTC
1315
Perkins Coie Trust Company
Washington
$781K -$677 -1 -0.1%
BC
1316
Bayforest Capital
United Kingdom
$777K +$668K +987 New
PWM
1317
Prosperity Wealth Management
California
$777K +$668K +987 New
AWM
1318
Avior Wealth Management
Nebraska
$774K -$96.1K -142 -13%
EDRH
1319
Edmond de Rothschild Holding
Switzerland
$774K – – –
EWM
1320
Evercore Wealth Management
New York
$771K – – –
BPC
1321
Bryce Point Capital
New York
$770K -$180K -266 -21%
WFI
1322
West Family Investments
California
$768K +$345K +510 +110%
TWM
1323
TLW Wealth Management
Florida
$767K +$659K +974 New
TWM
1324
Tolleson Wealth Management
Texas
$763K – – –
ALAM
1325
Asahi Life Asset Management
Japan
$758K +$277K +410 +74%
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