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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1326
Oxford Financial Group
Indiana
$758K +$112K +166 +21%
1CP
1327
17 Capital Partners
Arizona
$755K +$139K +205 +27%
PWMAG
1328
Pinnacle Wealth Management Advisory Group
New Jersey
$751K +$110K +163 +21%
CT
1329
Chicago Trust
Illinois
$751K +$52.8K +78 +9%
VFA
1330
Values First Advisors
Tennessee
$751K -$4.74K -7 -0.7%
DCM
1331
DGS Capital Management
New Jersey
$750K +$4.74K +7 +0.7%
WI
1332
WrapManager Inc
California
$747K +$4.06K +6 +0.6%
HFW
1333
Horizon Family Wealth
Illinois
$744K -$6.09K -9 -0.9%
COCM
1334
Charter Oak Capital Management
New Hampshire
$744K +$639K +944 New
TCM
1335
Traynor Capital Management
Pennsylvania
$737K -$677 -1 -0.1%
MWM
1336
Modern Wealth Management
Kansas
$737K +$29.1K +43 +5%
BIA
1337
Bell Investment Advisors
California
$736K +$6.77K +10 +1%
SMA
1338
Seven Mile Advisory
New Jersey
$735K +$9.47K +14 +2%
PW
1339
Paladin Wealth
Minnesota
$734K -$124K -183 -16%
UBG
1340
United Bank (Georgia)
Georgia
$734K +$631K +932 New
MAM
1341
MWA Asset Management
Massachusetts
$732K -$5.41K -8 -0.9%
GFP
1342
Gryphon Financial Partners
Ohio
$732K +$134K +198 +27%
FAM
1343
Formidable Asset Management
Ohio
$732K -$171K -252 -21%
MCM
1344
Manchester Capital Management
Vermont
$730K +$212K +314 +51%
FFA
1345
Founders Financial Alliance
North Carolina
$730K -$6.77K -10 -1%
CD
1346
Chapin Davis
Maryland
$729K – – –
WA
1347
Wealthstar Advisors
Texas
$729K – – –
SVWAG
1348
Sound View Wealth Advisors Group
Georgia
$728K +$127K +188 +26%
EA
1349
Everpar Advisors
Oklahoma
$727K +$68.4K +101 +12%
PFG
1350
PAX Financial Group
Texas
$726K -$112K -165 -15%
52 53
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