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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1651
Modern Wealth Management
Kansas
$274K +$279K +436 New
TPA
1652
Trivium Point Advisory
Connecticut
$274K +$46.6K +73 +20%
TVAMP
1653
Tennessee Valley Asset Management Partners
Tennessee
$271K – – –
TWM
1654
Tanager Wealth Management
United Kingdom
$270K -$150K -234 -35%
CG
1655
Corundum Group
Colorado
$270K -$31.3K -49 -10%
BBNB
1656
Baker Boyer National Bank
Washington
$270K +$6.39K +10 +2%
WCF
1657
West Coast Financial
California
$269K – – –
CFAM
1658
Center For Asset Management
Florida
$269K +$273K +428 New
BC
1659
Burney Company
Virginia
$268K +$639 +1 +0.2%
RCA
1660
Resonant Capital Advisors
Wisconsin
$268K +$55.6K +87 +26%
JSC
1661
Jackson Square Capital
California
$267K – – –
RIL
1662
Rothschild Investment LLC
Illinois
$267K +$5.11K +8 +2%
BWM
1663
BlackDiamond Wealth Management
New York
$266K +$37.1K +58 +16%
AIM
1664
Acropolis Investment Management
Missouri
$266K – – –
SA
1665
Scarborough Advisors
Maryland
$264K – – –
LJAC
1666
L.J. Altfest & Co
New York
$263K +$639 +1 +0.2%
VAF
1667
Values Added Financial
District of Columbia
$263K – – –
RCA
1668
Ranch Capital Advisors
Florida
$263K – – –
PFG
1669
Putney Financial Group
California
$262K +$266K +417 New
SFP
1670
Shepherd Financial Partners
Massachusetts
$262K +$3.19K +5 +1%
MCC
1671
Malaga Cove Capital
California
$261K -$7.67K -12 -3%
WA
1672
WPG Advisers
Maryland
$260K +$265K +414 New
EWA
1673
Etesian Wealth Advisors
Oregon
$260K -$7.03K -11 -3%
CHAM
1674
Clear Harbor Asset Management
Connecticut
$258K – – –
JWM
1675
Jeppson Wealth Management
California
$258K -$1.92K -3 -0.7%
65 66
67
68 69