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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1351
Planned Solutions
California
$343K -$25.3K -50 -7%
VT
1352
Vise Technologies
New York
$343K +$69.3K +137 +26%
DWM
1353
Drive Wealth Management
Utah
$343K +$20.7K +41 +7%
BBNB
1354
Baker Boyer National Bank
Washington
$342K +$339K +670 New
GEA
1355
Glen Eagle Advisors
New Jersey
$341K -$506 -1 -0.1%
PWMG
1356
Prestige Wealth Management Group
New Jersey
$339K +$3.54K +7 +1%
HT
1357
Heritage Trust
Oklahoma
$339K – – –
CWM
1358
Circle Wealth Management
New Jersey
$338K +$335K +662 New
TIM
1359
Triad Investment Management
California
$335K – – –
FA
1360
Faithward Advisors
Pennsylvania
$335K +$88.6K +175 +39%
EL
1361
EWA LLC
Pennsylvania
$330K +$84.5K +167 +37%
BIA
1362
Bigelow Investment Advisors
Maine
$329K +$3.04K +6 +0.9%
HFAS
1363
Hummer Financial Advisory Services
Illinois
$327K – – –
FFS
1364
Founders Financial Securities
Maryland
$327K +$28.3K +56 +10%
SAA
1365
Southeast Asset Advisors
Georgia
$323K – – –
KFS
1366
Kurt F. Somerville
$322K – – –
UFF
1367
USA Financial Formulas
Michigan
$322K +$317K +626 +15,650%
HIM
1368
Hillsdale Investment Management
Ontario, Canada
$320K +$117K +231 +58%
CNB
1369
Camden National Bank
Maine
$319K -$10.1K -20 -3%
TP
1370
Tranquility Partners
Tennessee
$319K – – –
BFA
1371
Bragg Financial Advisors
North Carolina
$317K – – –
SIMG
1372
Sonora Investment Management Group
Arizona
$317K – – –
LJAC
1373
L.J. Altfest & Co
New York
$316K – – –
TWM
1374
Tanager Wealth Management
United Kingdom
$314K -$52.6K -104 -14%
SPWM
1375
Spartan Planning & Wealth Management
North Carolina
$314K +$311K +614 New
53 54
55
56 57