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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1326
Regent Peak Wealth Advisors
Georgia
$235K -$38.7K -111 -11%
XWL
1327
XXI Wealth LLC
Illinois
$235K +$23.3K +67 +8%
NWAG
1328
Net Worth Advisory Group
Utah
$234K -$589K -1,692 -65%
1SB
1329
1ST Source Bank
Indiana
$234K -$27.2K -78 -8%
FAM
1330
Formidable Asset Management
Ohio
$234K
KFAS
1331
Keating Financial Advisory Services
Kansas
$234K -$25.8K -74 -8%
ZIM
1332
Zacks Investment Management
Illinois
$234K -$182K -523 -37%
CWM
1333
Connecticut Wealth Management
Connecticut
$232K -$10.4K -30 -3%
PG
1334
Prostatis Group
Maryland
$232K +$309K +888 New
AC
1335
AXQ Capital
New Jersey
$232K +$309K +888 New
PI
1336
Pettee Investors
Connecticut
$231K -$40.1K -115 -11%
CCFM
1337
Clear Creek Financial Management
Washington
$231K +$18.1K +52 +6%
PWM
1338
Prentice Wealth Management
New York
$229K +$697 +2 +0.2%
PFG
1339
PAX Financial Group
Texas
$229K +$8.71K +25 +3%
TC
1340
Tannin Capital
North Carolina
$229K +$305K +876 New
AWM
1341
Avaii Wealth Management
Wisconsin
$228K +$96.1K +276 +46%
SOAM
1342
SBI Okasan Asset Management
Japan
$226K -$697K -2,000 -70%
TL
1343
Tradewinds LLC
North Carolina
$226K +$537K +1,541 +242%
UAG
1344
United Advisor Group
Ohio
$226K -$86K -247 -22%
LFA
1345
Legacy Financial Advisors
Kentucky
$225K -$214K -614 -42%
BCG
1346
Breakwater Capital Group
New Jersey
$224K -$79.1K -227 -21%
CCA
1347
Conestoga Capital Advisors
Pennsylvania
$223K +$20.9K +60 +8%
SHFA
1348
SS&H Financial Advisors
Michigan
$223K +$298K +855 New
CT
1349
Caldwell Trust
Florida
$223K -$9.4K -27 -3%
PI
1350
PFG Investments
New York
$222K -$16K -46 -5%