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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
TLA
1601
Tanglewood Legacy Advisors
Texas
$13.1K
KFA
1602
Kelleher Financial Advisors
New York
$13.1K +$11.8K +34 +213%
SIM
1603
Synergy Investment Management
Florida
$12.8K +$10.8K +31 +388%
LI
1604
LRI Investments
Florida
$12.8K -$51.2K -147 -75%
BFS
1605
Bare Financial Services
Pennsylvania
$12.8K +$6.97K +20 +69%
AS
1606
Altshuler Shaham
Israel
$12.8K +$10.8K +31 +172%
CW
1607
CrossGen Wealth
North Carolina
$12.5K -$8.71K -25 -34%
AFC
1608
Ares Financial Consulting
California
$12.5K -$3.13K -9 -16%
GJIA
1609
Glass Jacobson Investment Advisors
Maryland
$12.5K
RFS
1610
Richardson Financial Services
Massachusetts
$12.3K -$697 -2 -4%
DF
1611
DecisionPoint Financial
Arizona
$12K -$1.04K -3 -6%
CWM
1612
Copia Wealth Management
Oregon
$12K
MFP
1613
Meramec Financial Planners
Missouri
$11.5K +$3.48K +10 +36%
HHCP
1614
Hilton Head Capital Partners
South Carolina
$11.5K -$306K -879 -95%
QL
1615
Quarry LP
New York
$11.5K -$16K -46 -51%
WB
1616
Webster Bank
Connecticut
$11K -$1.39K -4 -9%
FRA
1617
Front Row Advisors
California
$10.8K
FC
1618
Fairscale Capital
New Hampshire
$10.7K
EWM
1619
Evermay Wealth Management
Virginia
$10.7K +$9.06K +26 +173%
HNW
1620
High Note Wealth
Minnesota
$10.4K -$8.36K -24 -38%
CTC
1621
Cetera Trust Company
Minnesota
$10.4K -$7.66K -22 -35%
SC
1622
Steph & Co
Wisconsin
$10.4K -$5.22K -15 -27%
WAG
1623
Wilkerson Advisory Group
Missouri
$9.92K -$6.97K -20 -34%
PAP
1624
Persistent Asset Partners
Hong Kong
$9.66K +$12.9K +37 New
AWM
1625
Abound Wealth Management
Tennessee
$9.06K -$16.7K -48 -58%