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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1451
Strengthening Families & Communities LLC
Massachusetts
$345K +$381K +798 New
AOWM
1452
Alpha Omega Wealth Management
Virginia
$344K +$1.91K +4 +0.5%
CCA
1453
Conestoga Capital Advisors
Pennsylvania
$344K – – –
LI
1454
LVZ Inc
Michigan
$343K +$27.2K +57 +8%
WA
1455
Wealth Architects
California
$340K -$56.3K -118 -13%
TW
1456
ticino wealth
California
$340K +$39.6K +83 +14%
OIS
1457
OneAscent Investment Solutions
Alabama
$337K +$73.9K +155 +25%
PCS
1458
Private Client Services
Kentucky
$337K +$1.43K +3 +0.4%
PA
1459
Planning Alternatives
Michigan
$334K +$148K +311 +67%
GFA
1460
Godfrey Financial Associates
New York
$332K – – –
MCM
1461
Manchester Capital Management
Vermont
$331K -$31K -65 -8%
AWM
1462
Ariadne Wealth Management
California
$331K +$43.4K +91 +14%
AIA
1463
Accelerate Investment Advisors
California
$329K +$45.3K +95 +14%
CFO
1464
Cambient Family Office
Michigan
$329K +$14.8K +31 +4%
FPH
1465
Financial Planning Hawaii
Hawaii
$328K +$26.2K +55 +8%
SWP
1466
Strategic Wealth Partners
Ohio
$328K -$170K -356 -32%
GS
1467
GWN Securities
Florida
$328K +$5.25K +11 +1%
SS
1468
Sunbelt Securities
Texas
$327K -$52.5K -110 -13%
KFP
1469
KMG Fiduciary Partners
Ohio
$327K – – –
BWP
1470
Bernardo Wealth Planning
Pennsylvania
$327K +$1.91K +4 +0.5%
OL
1471
OneFund LLC
Florida
$327K -$13.8K -29 -4%
KP
1472
Keel Point
Alabama
$326K -$872K -1,828 -71%
AF
1473
Arrow Financial
New York
$324K -$8.59K -18 -2%
GCP
1474
Gill Capital Partners
Colorado
$324K – – –
SL
1475
Summitry LLC
California
$324K -$62K -130 -15%
57 58
59
60 61