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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1701
Financial Management Professionals
Texas
$2.1K -$29.3K -84 -91%
BCPWM
1702
Bradley & Co Private Wealth Management
Florida
$2.09K – – –
APW
1703
Allied Private Wealth
Florida
$1.9K +$2.44K +7 New
WA
1704
Whipplewood Advisors
Colorado
$1.83K -$21.6K -62 -90%
TFM
1705
TFC Financial Management
Massachusetts
$1.83K -$1.74K -5 -42%
MWM
1706
Mascoma Wealth Management
New Hampshire
$1.83K – – –
MAS
1707
MPWM Advisory Solutions
Georgia
$1.83K – – –
TAP
1708
Tounjian Advisory Partners
Florida
$1.57K -$182K -522 -99%
GWM
1709
Gilpin Wealth Management
Colorado
$1.57K -$697 -2 -25%
API
1710
Asset Planning Inc
California
$1.3K – – –
PS
1711
PayPay Securities
Japan
$1.3K – – –
PUI
1712
Purpose Unlimited Inc
$1.3K – – –
PS
1713
Planning Strategies
Pennsylvania
$1.3K +$1.74K +5 New
HIA
1714
HFM Investment Advisors
New Jersey
$1.04K -$3.83K -11 -73%
IW
1715
Imprint Wealth
South Carolina
$1.04K -$2.79K -8 -67%
AF
1716
Align Financial
Minnesota
$1.04K – – –
CCMI
1717
Creative Capital Management Investments
California
$1.04K +$1.39K +4 New
HIA
1718
Highland Investment Advisors
Florida
$1.04K +$1.39K +4 New
POIA
1719
Pin Oak Investment Advisors
Texas
$1K +$348 +1 +100%
WCM
1720
Winthrop Capital Management
Indiana
$1K +$348 +1 +25%
BW
1721
Bravera Wealth
North Dakota
$783 – – –
CVM
1722
Cheviot Value Management
California
$783 – – –
SNB
1723
Security National Bank
Nebraska
$783 – – –
MFC
1724
Mechanics Financial Corp
Ohio
$783 +$1.04K +3 New
ABC
1725
Anchor Bay Capital
California
$669 +$697 +2 New
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