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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1351
Private Client Services
Kentucky
$222K +$25.4K +73 +9%
CCG
1352
Ceeto Capital Group
Florida
$222K -$401K -1,150 -58%
QWP
1353
Quotient Wealth Partners
Texas
$221K -$200K -574 -40%
BAWM
1354
Bennett Associates Wealth Management
Pennsylvania
$221K +$295K +847 New
VAG
1355
VisionPoint Advisory Group
Texas
$221K +$295K +846 New
EFG
1356
Everhart Financial Group
Ohio
$220K -$617K -1,772 -68%
GLA
1357
Great Lakes Advisors
Illinois
$220K -$18.1K -52 -6%
VHAM
1358
Van Hulzen Asset Management
California
$219K -$35.9K -103 -11%
WIM
1359
WealthPlan Investment Management
Nebraska
$219K +$292K +838 New
CIAS
1360
CFS Investment Advisory Services
New Jersey
$218K +$276K +793 New
IIL
1361
Income Insurance Ltd
$218K – – –
MPWT
1362
MassMutual Private Wealth & Trust
Connecticut
$218K -$185K -530 -39%
PWS
1363
Precision Wealth Strategies
Missouri
$217K -$39.4K -113 -12%
ICA
1364
Infrastructure Capital Advisors
New York
$217K +$289K +830 New
PTP
1365
Platform Technology Partners
New York
$216K +$288K +828 New
TF
1366
Trek Financial
Arizona
$216K -$1.05M -3,014 -78%
FNT
1367
First National Trust
Pennsylvania
$215K -$129K -370 -31%
TIA
1368
Tiemann Investment Advisors
California
$215K -$48.8K -140 -15%
WFA
1369
Wellspring Financial Advisors
Ohio
$214K -$63K -181 -18%
HIIFS
1370
Harel Insurance Investments & Financial Services
Israel
$214K -$729K -2,094 -72%
FPN
1371
Financial Planning Navigators
Minnesota
$214K +$285K +819 New
SG
1372
StoneX Group
New York
$213K -$475K -1,363 -63%
C
1373
Certuity
Florida
$212K -$210K -604 -43%
JWA
1374
JFS Wealth Advisors
Pennsylvania
$212K -$20.6K -59 -7%
SCM
1375
Semanteon Capital Management
Massachusetts
$212K +$283K +812 New
53 54
55
56 57