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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1601
LifeSteps Financial
California
$282K – – –
AWM
1602
Aprio Wealth Management
Georgia
$281K +$3.83K +6 +1%
SRC
1603
Sage Rhino Capital
California
$281K +$638 +1 +0.2%
MPM
1604
MBB Public Markets
Illinois
$279K -$12.4M -19,456 -98%
MAA
1605
Matrix Asset Advisors
New York
$279K – – –
YDMI
1606
Y.D. More Investments
Israel
$279K – – –
EWS
1607
Eagle Wealth Strategies
New Jersey
$278K +$285K +447 New
GIA
1608
Guyasuta Investment Advisors
Pennsylvania
$277K – – –
SAM
1609
SP Asset Management
California
$275K +$283K +443 New
TIA
1610
Tandem Investment Advisors
South Carolina
$274K +$48.5K +76 +21%
JFGIW
1611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$273K +$46K +72 +20%
CA
1612
CV Advisors
Florida
$273K – – –
MIP
1613
Marietta Investment Partners
Wisconsin
$271K – – –
FOA
1614
Five Oceans Advisors
California
$271K +$23.6K +37 +9%
CAI
1615
Capital Advisors Inc
Oklahoma
$270K -$7.66K -12 -3%
LOPW
1616
Live Oak Private Wealth
North Carolina
$270K – – –
NRC
1617
New Republic Capital
North Carolina
$270K +$17.9K +28 +7%
CWM
1618
Concentrum Wealth Management
California
$269K +$4.47K +7 +2%
TVAMP
1619
Tennessee Valley Asset Management Partners
Tennessee
$267K -$25.5K -40 -8%
OFS
1620
Orrstown Financial Services
Pennsylvania
$266K +$79.2K +124 +41%
SIA
1621
Soltis Investment Advisors
Utah
$266K +$33.2K +52 +14%
WCF
1622
West Coast Financial
California
$266K +$638 +1 +0.2%
MCC
1623
Malaga Cove Capital
California
$265K – – –
BWA
1624
BlueChip Wealth Advisors
Georgia
$265K – – –
WSWA
1625
Warren Street Wealth Advisors
California
$265K – – –
63 64
65
66 67