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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1601
Globeflex Capital
California
$15K +$8.64K +14 +156%
BG
1602
Bollard Group
Massachusetts
$15K +$14.2K +23 New
TSWM
1603
Tyler-Stone Wealth Management
Ohio
$15K +$14.2K +23 New
CTB
1604
Country Trust Bank
Illinois
$14K – – –
ME
1605
McIlrath & Eck
Washington
$14K – – –
RCC
1606
Red Cedar Capital
Nebraska
$14K – – –
SWM
1607
Selective Wealth Management
Virginia
$14K – – –
OIA
1608
Optimum Investment Advisors
Illinois
$13K – – –
AP
1609
Atwood & Palmer
Missouri
$13K +$12.3K +20 New
RPCONE
1610
Retirement Planning Company of New England
Rhode Island
$12K +$11.7K +19 New
CFRPA
1611
Castle Financial & Retirement Planning Associates
New Jersey
$12K +$13.6K +22 New
HVM
1612
Harvest Volatility Management
Connecticut
$11.1K -$7.77M -12,588 -100%
IWP
1613
IAG Wealth Partners
Wisconsin
$11K – – –
SC
1614
Sierra Capital
Florida
$11K +$10.5K +17 New
CFD
1615
Creative Financial Designs
Indiana
$10K -$46.3K -75 -82%
APC
1616
Aspire Private Capital
North Carolina
$10K – – –
EWM
1617
Edge Wealth Management
New York
$10K – – –
AIP
1618
Ahrens Investment Partners
Louisiana
$10K +$9.26K +15 New
RA
1619
Rise Advisors
New York
$9.69K +$9.26K +15 New
ZIG
1620
Zullo Investment Group
Pennsylvania
$9K +$8.64K +14 New
HWM
1621
HighMark Wealth Management
Minnesota
$8K -$617 -1 -7%
EL
1622
EMFO LLC
Florida
$8K – – –
GI
1623
Gradient Investments
Minnesota
$8K +$4.94K +8 +160%
CAC
1624
Core Alternative Capital
Georgia
$8K +$7.41K +12 New
EFS
1625
Econ Financial Services
Pennsylvania
$8K +$8.03K +13 New
63 64
65
66 67