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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FAN
1351
Financial Advisors Network
California
$662K -$51.9K -72 -7%
TWM
1352
Tolleson Wealth Management
Texas
$662K – – –
FFA
1353
Founders Financial Alliance
North Carolina
$661K +$29.6K +41 +4%
SIA
1354
SGL Investment Advisors
Montana
$656K +$29.6K +41 +4%
IC
1355
Inscription Capital
Texas
$656K -$240K -333 -26%
PWMAG
1356
Pinnacle Wealth Management Advisory Group
New Jersey
$656K +$4.33K +6 +0.6%
CWG
1357
Cornerstone Wealth Group
North Carolina
$651K -$57.7K -80 -8%
HIP
1358
HUB Investment Partners
Texas
$651K +$122K +169 +22%
CPA
1359
Capital Performance Advisors
California
$650K +$407K +564 +145%
AF
1360
Aviso Financial
Ontario, Canada
$649K +$670K +929 +4,424%
HFW
1361
Horizon Family Wealth
Illinois
$646K +$721 +1 +0.1%
SHFA
1362
SS&H Financial Advisors
Michigan
$646K -$72.1K -100 -10%
VFA
1363
Values First Advisors
Tennessee
$644K -$7.21K -10 -1%
DA
1364
Denali Advisors
California
$641K -$482K -669 -42%
FAM
1365
Formidable Asset Management
Ohio
$634K – – –
CD
1366
Chapin Davis
Maryland
$632K – – –
BIA
1367
Bell Investment Advisors
California
$632K -$7.21K -10 -1%
WA
1368
Wealthstar Advisors
Texas
$632K – – –
IC
1369
Iconiq Capital
California
$631K -$787K -1,092 -54%
BOM
1370
Bank of Marin
California
$630K +$19.5K +27 +3%
TCB
1371
Texas Capital Bancshares
Texas
$629K -$333K -462 -33%
COCM
1372
Charter Oak Capital Management
New Hampshire
$628K -$17.3K -24 -3%
AWM
1373
Aprio Wealth Management
Georgia
$627K +$59.8K +83 +10%
4A
1374
4Wealth Advisors
Illinois
$626K +$129K +179 +24%
EWM
1375
Evercore Wealth Management
New York
$626K -$45.4K -63 -6%
53 54
55
56 57