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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1651
SSI Investment Management
California
$222K +$196K +355 New
TPWM
1652
Twelve Points Wealth Management
Massachusetts
$222K +$196K +355 New
CWG
1653
Crown Wealth Group
North Carolina
$221K +$195K +354 New
MIA
1654
MainStreet Investment Advisors
Illinois
$219K +$194K +351 New
NPT
1655
National Philanthropic Trust
Pennsylvania
$219K +$193K +350 New
SB
1656
Sunflower Bank
Texas
$219K +$193K +350 New
WI
1657
WrapManager Inc
California
$219K +$193K +350 New
GWM
1658
GoalFusion Wealth Management
Texas
$219K +$193K +350 New
AAM
1659
Azzad Asset Management
Virginia
$218K +$193K +349 New
AWM
1660
Aprio Wealth Management
Georgia
$218K +$192K +348 New
NRC
1661
New Republic Capital
North Carolina
$218K +$192K +348 New
IWN
1662
Independent Wealth Network
Iowa
$217K +$191K +347 New
CRWM
1663
Castle Rock Wealth Management
California
$217K +$203K +368 New
CCP
1664
Clarkston Capital Partners
Michigan
$216K +$191K +346 New
ARC
1665
Advisor Resource Council
Texas
$216K -$672K -1,219 -78%
HIP
1666
HUB Investment Partners
Texas
$216K +$190K +345 New
WRPWM
1667
Werba Rubin Papier Wealth Management
California
$214K +$189K +343 New
KCM
1668
Kathmere Capital Management
Pennsylvania
$214K +$189K +343 New
NIMI
1669
Natixis Investment Managers International
France
$214K -$32K -58 -15%
BFS
1670
Beacon Financial Strategies
North Carolina
$213K +$188K +341 New
RCG
1671
Resource Consulting Group
Florida
$213K +$188K +340 New
SIS
1672
Sound Income Strategies
Florida
$212K +$8.27K +15 +5%
OWA
1673
Opal Wealth Advisors
New York
$211K +$186K +338 New
IWP
1674
Invenio Wealth Partners
Florida
$211K +$186K +338 New
RCA
1675
Ranch Capital Advisors
Florida
$211K +$186K +337 New
65 66
67
68 69