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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
II
1451
Impact Investors
California
$584K +$42.6K +63 +9%
4A
1452
4Wealth Advisors
Illinois
$581K -$9.47K -14 -2%
VC
1453
Veracity Capital
Georgia
$581K +$33.8K +50 +7%
AWM
1454
Atticus Wealth Management
Florida
$579K +$22.3K +33 +5%
JAFL
1455
Jay A. Fishman Ltd
Michigan
$577K – – –
SEA
1456
Stegent Equity Advisors
Texas
$576K +$1.35K +2 +0.3%
SL
1457
SFM LLC
New Hampshire
$576K -$4.74K -7 -0.9%
KWS
1458
Keystone Wealth Services
California
$574K – – –
BCM
1459
Bourgeon Capital Management
Connecticut
$572K -$367K -542 -43%
JBA
1460
Johnson Bixby & Associates
Washington
$571K – – –
NFG
1461
Nations Financial Group
Iowa
$571K +$4.06K +6 +0.8%
OWP
1462
Obermeyer Wealth Partners
Colorado
$570K +$11.5K +17 +2%
OL
1463
OneFund LLC
Florida
$569K -$6.77K -10 -1%
FSA
1464
Fort Sheridan Advisors
Illinois
$569K +$10.2K +15 +2%
WAG
1465
Wallace Advisory Group
California
$565K -$6.77K -10 -1%
MSR
1466
Main Street Research
Connecticut
$563K +$484K +715 New
CAM
1467
Costello Asset Management
Pennsylvania
$562K – – –
IAIM
1468
International Assets Investment Management
Florida
$561K -$78.5K -116 -14%
BG
1469
Bahl & Gaynor
Ohio
$560K – – –
SPWG
1470
Sage Private Wealth Group
Illinois
$558K +$677 +1 +0.1%
EL
1471
EWA LLC
Pennsylvania
$558K +$17.6K +26 +4%
ICP
1472
Interchange Capital Partners
Pennsylvania
$556K -$25K -37 -5%
FA
1473
Faithward Advisors
Pennsylvania
$554K -$3.38K -5 -0.7%
USB
1474
Union Savings Bank
Connecticut
$554K – – –
LB
1475
Legacy Bridge
Iowa
$553K -$54.1K -80 -10%
57 58
59
60 61