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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
1476
Jay A. Fishman Ltd
Michigan
$500K – – –
SEA
1477
Stegent Equity Advisors
Texas
$500K +$721 +1 +0.1%
1W
1478
1776 Wealth
Georgia
$500K +$528K +732 New
GS
1479
GWN Securities
Florida
$499K -$29.6K -41 -5%
BWP
1480
Bernardo Wealth Planning
Pennsylvania
$498K -$9.37K -13 -2%
KWS
1481
Keystone Wealth Services
California
$498K – – –
DE
1482
Diversified Enterprises
Delaware
$497K +$56.9K +79 +12%
OWCM
1483
One Wealth Capital Management
Arizona
$496K +$524K +727 New
VC
1484
Veracity Capital
Georgia
$496K -$7.93K -11 -1%
PWMG
1485
Prestige Wealth Management Group
New Jersey
$495K +$17.3K +24 +3%
JBA
1486
Johnson Bixby & Associates
Washington
$495K – – –
SL
1487
SFM LLC
New Hampshire
$494K -$5.05K -7 -1%
RGF
1488
Retirement Guys Formula
Ohio
$492K +$520K +721 New
SWM
1489
SeaCrest Wealth Management
New York
$491K +$93K +129 +21%
AWM
1490
Atticus Wealth Management
Florida
$491K -$12.3K -17 -2%
CAM
1491
Costello Asset Management
Pennsylvania
$487K – – –
GCA
1492
Gradient Capital Advisors
California
$486K +$75K +104 +17%
BG
1493
Bahl & Gaynor
Ohio
$486K – – –
LB
1494
Legacy Bridge
Iowa
$484K +$4.33K +6 +0.9%
RIL
1495
Rothschild Investment LLC
Illinois
$482K +$169K +234 +50%
SAG
1496
SageView Advisory Group
California
$482K +$90.8K +126 +22%
KWM
1497
Keebeck Wealth Management
Illinois
$481K +$38.9K +54 +8%
MAM
1498
MWA Asset Management
Massachusetts
$478K -$166K -230 -25%
CICI
1499
Capital Investment Counsel Inc
North Carolina
$478K – – –
PK
1500
Pflug Koory
Nebraska
$478K – – –
58 59
60
61 62