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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1551
Portside Wealth Group
Utah
$306K -$35.7K -56 -11%
WC
1552
Wynn Capital
Georgia
$306K – – –
TCA
1553
Transcend Capital Advisors
New Jersey
$302K +$45.3K +71 +18%
GCM
1554
Gladius Capital Management
Illinois
$302K +$296K +464 New
FA
1555
FDx Advisors
Illinois
$299K -$1.13M -1,775 -79%
1WA
1556
180 Wealth Advisors
Washington
$299K -$1.92K -3 -0.6%
FTWA
1557
Fifth Third Wealth Advisors
Ohio
$298K -$8.3K -13 -3%
WFI
1558
West Family Investments
California
$298K +$11.5K +18 +4%
DFCM
1559
Dark Forest Capital Management
Puerto Rico
$296K -$645K -1,010 -69%
KWM
1560
Keebeck Wealth Management
Illinois
$296K -$26.2K -41 -8%
AFG
1561
ABLE Financial Group
Arizona
$295K – – –
LF
1562
LifeSteps Financial
California
$295K – – –
LOPW
1563
Live Oak Private Wealth
North Carolina
$295K – – –
IP
1564
Ignite Planners
California
$295K +$7.02K +11 +2%
VVP
1565
Venture Visionary Partners
Ohio
$294K +$2.55K +4 +0.9%
FFM
1566
Fullerton Fund Management
Singapore
$294K +$289K +453 New
MM
1567
MQS Management
New York
$294K +$289K +453 New
MFA
1568
McClarren Financial Advisors
Pennsylvania
$294K +$638 +1 +0.2%
BAAM
1569
Baker Avenue Asset Management
California
$294K +$20.4K +32 +8%
LL
1570
LWMG LLC
Minnesota
$293K -$80.4K -126 -22%
MAA
1571
Matrix Asset Advisors
New York
$293K – – –
CAI
1572
Capital Advisors Inc
Oklahoma
$293K +$3.19K +5 +1%
PSP
1573
Principal Street Partners
Tennessee
$291K +$8.94K +14 +3%
SRC
1574
Sage Rhino Capital
California
$291K -$21.1K -33 -7%
OA
1575
Oxbow Advisors
Texas
$291K – – –
61 62
63
64 65