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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1576
Shepherd Financial Partners
Massachusetts
$291K +$34.2K +57 +14%
SFG
1577
Synergy Financial Group
California
$289K -$2.4K -4 -0.8%
MWA
1578
MN Wealth Advisors
Kansas
$288K +$282K +469 New
WFI
1579
West Family Investments
California
$286K -$34.2K -57 -11%
OWA
1580
Opal Wealth Advisors
New York
$285K +$8.41K +14 +3%
GKFF
1581
George Kaiser Family Foundation
Oklahoma
$285K +$279K +464 New
PGCM
1582
Prescott Group Capital Management
Oklahoma
$285K +$279K +464 New
LI
1583
Lafayette Investments
Maryland
$284K +$65.5K +109 +31%
TWM
1584
Tanager Wealth Management
United Kingdom
$284K +$19.8K +33 +8%
UCB
1585
United Community Bank
South Carolina
$284K +$64.9K +108 +30%
EWS
1586
Eagle Wealth Strategies
New Jersey
$284K +$3.6K +6 +1%
HBS
1587
Howard Bailey Securities
Indiana
$284K +$33.6K +56 +14%
CFAM
1588
Center For Asset Management
Florida
$283K +$19.8K +33 +8%
WC
1589
Wynn Capital
Georgia
$282K -$6K -10 -2%
F8IS
1590
Figure 8 Investment Strategies
Idaho
$282K -$210K -350 -43%
ES
1591
Eagle Strategies
New York
$282K – – –
KPWG
1592
KFA Private Wealth Group
Virginia
$281K +$1.8K +3 +0.7%
JC
1593
JB Capital
Connecticut
$280K -$1.8K -3 -0.7%
SRC
1594
Sage Rhino Capital
California
$280K +$6.61K +11 +2%
NPT
1595
National Philanthropic Trust
Pennsylvania
$279K -$7.21K -12 -3%
KWM
1596
Keebeck Wealth Management
Illinois
$279K – – –
OA
1597
Oxbow Advisors
Texas
$279K – – –
LF
1598
LifeSteps Financial
California
$279K – – –
CG
1599
Corundum Group
Colorado
$279K +$14.4K +24 +6%
FA
1600
Fermata Advisors
California
$278K -$67.3K -112 -20%
62 63
64
65 66