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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1701
Kozak & Associates
Colorado
$5.87K +$5.57K +11 New
WBC
1702
West Branch Capital
Massachusetts
$5.63K – – –
SN
1703
Sittner & Nelson
Oregon
$5.62K – – –
JFA
1704
JNBA Financial Advisors
Minnesota
$5.11K – – –
BCH
1705
Berkshire Capital Holdings
California
$5.11K – – –
TCA
1706
Trifecta Capital Advisors
Illinois
$4.6K – – –
IPW
1707
Impact Partnership Wealth
Georgia
$4.6K +$2.53K +5 +125%
FCMT
1708
Founders Capital Management (Texas)
Texas
$4.6K +$4.55K +9 New
GI
1709
Gradient Investments
Minnesota
$4.09K -$506 -1 -11%
BCPWM
1710
Bradley & Co Private Wealth Management
Florida
$4.09K – – –
MWM
1711
Mascoma Wealth Management
New Hampshire
$4.09K +$4.05K +8 New
PPWM
1712
PFG Private Wealth Management
Florida
$3.58K – – –
ECM
1713
Everence Capital Management
Indiana
$3.13K – – –
CTA
1714
Colonial Trust Advisors
South Carolina
$3.07K -$1.52K -3 -33%
JGIA
1715
Jackson Grant Investment Advisers
Connecticut
$3.07K – – –
SIC
1716
SJS Investment Consulting
Ohio
$3.07K +$506 +1 +20%
PWA
1717
Provenance Wealth Advisors
Florida
$3.07K +$3.04K +6 New
TSW
1718
Thompson Siegel & Walmsley
Virginia
$3K +$2.53K +5 New
PS
1719
PayPay Securities
Japan
$2.56K -$506 -1 -17%
CTWM
1720
Cherry Tree Wealth Management
Minnesota
$2.56K – – –
DCBT
1721
Dakota Community Bank & Trust
North Dakota
$2.56K – – –
GJIA
1722
Glass Jacobson Investment Advisors
Maryland
$2.04K -$1.01K -2 -33%
SWM
1723
Sugarloaf Wealth Management
Georgia
$2.04K -$1.01K -2 -33%
LIM
1724
Longfellow Investment Management
Massachusetts
$2.04K – – –
RDFA
1725
Ritter Daniher Financial Advisory
Ohio
$2.04K – – –
67 68
69
70 71