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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1326
PFC Capital Group
California
$464K -$23.9K -50 -4%
NRS
1327
Neville Rodie & Shaw
New York
$462K – – –
DWP
1328
Daymark Wealth Partners
Ohio
$461K +$202K +424 +66%
SPWG
1329
Sage Private Wealth Group
Illinois
$461K +$125K +263 +33%
BF
1330
Brucke Financial
Indiana
$460K +$55.3K +116 +12%
KCM
1331
Kathmere Capital Management
Pennsylvania
$457K +$103K +215 +26%
EA
1332
Everpar Advisors
Oklahoma
$454K +$42.9K +90 +9%
HWA
1333
Heritage Wealth Advisors
Virginia
$454K +$18.1K +38 +4%
AO
1334
Advisor OS
Illinois
$451K -$518K -1,085 -51%
AAA
1335
Andrews Advisory Associates
Hawaii
$448K +$142K +297 +40%
WBG
1336
Wharton Business Group
Pennsylvania
$448K – – –
ADL
1337
Asset Dedication LLC
California
$447K -$394K -826 -44%
TWM
1338
Thrive Wealth Management
Pennsylvania
$446K -$233K -489 -32%
JRPCML
1339
J. R. Prunier Capital Management LLC
Massachusetts
$445K -$439K -920 -47%
EWA
1340
Eagle Wealth Advisors
Connecticut
$445K +$56.8K +119 +13%
PCG
1341
Prosperity Consulting Group
Maryland
$444K +$37.7K +79 +8%
RMCM
1342
Reynders McVeigh Capital Management
Massachusetts
$443K -$8.11K -17 -2%
SWM
1343
SeaCrest Wealth Management
New York
$439K +$120K +252 +33%
GWP
1344
Gateway Wealth Partners
Wisconsin
$439K +$484K +1,015 New
TWM
1345
Trevian Wealth Management
Massachusetts
$437K -$1.43K -3 -0.3%
UFA
1346
Unify Financial Advisors
Florida
$437K +$95.9K +201 +25%
RPWA
1347
Regent Peak Wealth Advisors
Georgia
$437K -$44.8K -94 -9%
OFS
1348
Orrstown Financial Services
Pennsylvania
$436K -$38.6K -81 -7%
BC
1349
BDFS Capital
Delaware
$435K +$34.3K +72 +8%
CIAS
1350
Capital Investment Advisory Services
North Carolina
$433K -$3.34K -7 -0.7%
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