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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFO
1426
Wealthgate Family Office
Colorado
– -$295K -770 Closed
NIM
1427
NuWave Investment Management
New Jersey
– -$293K -765 Closed
MSA
1428
Marino Stram & Associates
Massachusetts
– -$250K -652 Closed
CM
1429
Crestline Management
Texas
– -$249K -650 Closed
PA
1430
Paragon Advisors
Texas
– -$208K -544 Closed
RA
1431
Rational Advisors
New York
– -$165K -432 Closed
FA
1432
Friess Associates
Delaware
– -$100K -262 Closed
IAIM
1433
International Assets Investment Management
Florida
– -$86K -228 Closed
MF
1434
Manchester Financial
California
– -$75K -197 Closed
WAP
1435
Wealthcare Advisory Partners
Pennsylvania
– -$69K -180 Closed
SLF
1436
Sun Life Financial
Ontario, Canada
– -$63K -164 Closed
CAC
1437
Certified Advisory Corp
Florida
– -$62K -161 Closed
APWM
1438
Atlas Private Wealth Management
New York
– -$39K -102 Closed
MLFP
1439
MPS Loria Financial Planners
Illinois
– -$27K -72 Closed
EP
1440
Eudaimonia Partners
Tennessee
– -$27K -70 Closed
CAL
1441
Capital Analysts LLC
Pennsylvania
– -$27K -69 Closed
PCIA
1442
Prime Capital Investment Advisors
Kansas
– -$22K -57 Closed
TCWM
1443
Total Clarity Wealth Management
Illinois
– -$21K -55 Closed
WCM
1444
Wealthcare Capital Management
Virginia
– -$21K -55 Closed
HI
1445
Human Investing
Oregon
– -$20K -53 Closed
MWP
1446
Meridian Wealth Partners
Pennsylvania
– -$19K -50 Closed
CPWM
1447
Cypress Point Wealth Management
Texas
– -$15K -38 Closed
ADIM
1448
Alpha DNA Investment Management
Maryland
– -$13K -35 Closed
CL
1449
COWA LLC
Oklahoma
– -$14K -34 Closed
JFA
1450
JNBA Financial Advisors
Minnesota
– -$11K -29 Closed
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