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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1651
Essex Savings Bank
Connecticut
$375K -$42K -62 -12%
RIL
1652
Rothschild Investment LLC
Illinois
$372K +$40.6K +60 +15%
FFA
1653
Florida Financial Advisors
Florida
$370K +$34.5K +51 +12%
ICP
1654
Impact Capital Partners
Colorado
$370K +$21.7K +32 +7%
SFG
1655
Synergy Financial Group
California
$367K -$2.71K -4 -0.9%
TWM
1656
Tanager Wealth Management
United Kingdom
$366K +$1.35K +2 +0.4%
LOPW
1657
Live Oak Private Wealth
North Carolina
$366K +$13.5K +20 +4%
TCOT
1658
Trust Company of Toledo
Ohio
$365K +$314K +464 New
KFS
1659
Kurt F. Somerville
$362K -$47.4K -70 -13%
EWS
1660
Eagle Wealth Strategies
New Jersey
$362K -$1.35K -2 -0.4%
NPT
1661
National Philanthropic Trust
Pennsylvania
$362K +$3.38K +5 +1%
VAF
1662
Values Added Financial
District of Columbia
$362K +$29.8K +44 +11%
SPWM
1663
Spartan Planning & Wealth Management
North Carolina
$362K +$311K +459 New
KPWG
1664
KFA Private Wealth Group
Virginia
$361K – – –
GFA
1665
Grunden Financial Advisory
Texas
$361K -$24.4K -36 -7%
JC
1666
JB Capital
Connecticut
$360K +$677 +1 +0.2%
WC
1667
Wynn Capital
Georgia
$358K -$3.38K -5 -1%
LF
1668
LifeSteps Financial
California
$358K – – –
SAM
1669
SP Asset Management
California
$357K +$6.09K +9 +2%
CAC
1670
Certified Advisory Corp
Florida
$357K +$3.38K +5 +1%
FFO
1671
Fiduciary Family Office
Florida
$356K -$184K -272 -38%
HBS
1672
Howard Bailey Securities
Indiana
$356K -$6.77K -10 -2%
M1FG
1673
Mach-1 Financial Group
Arkansas
$356K +$306K +452 New
EFP
1674
Elser Financial Planning
Indiana
$356K +$14.2K +21 +5%
SRC
1675
Sage Rhino Capital
California
$355K -$3.38K -5 -1%
65 66
67
68 69