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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1701
Willis Johnson & Associates
Texas
$227K +$29.4K +46 +14%
CRWM
1702
Castle Rock Wealth Management
California
$227K +$3.19K +5 +1%
MSA
1703
Marino Stram & Associates
Massachusetts
$226K +$638 +1 +0.3%
HIG
1704
Heritage Investment Group
Florida
$225K – – –
AWM
1705
Aviso Wealth Management
Washington
$225K – – –
PB
1706
Pinnacle Bancorp
Nebraska
$225K – – –
BOS
1707
Bank of Stockton
California
$224K – – –
BAAM
1708
Baker Avenue Asset Management
California
$224K +$14K +22 +7%
HIP
1709
HUB Investment Partners
Texas
$223K +$18.5K +29 +9%
SP
1710
Successful Portfolios
Florida
$222K – – –
PGIM
1711
Pacific Global Investment Management
California
$222K – – –
EA
1712
Emerald Advisors
Washington
$221K +$14.7K +23 +7%
CAM
1713
Cidel Asset Management
Ontario, Canada
$221K – – –
PMSA
1714
Patrick M. Sweeney & Associates
Illinois
$221K +$32.6K +51 +17%
NAM
1715
NTV Asset Management
West Virginia
$220K – – –
TPWM
1716
Twelve Points Wealth Management
Massachusetts
$220K – – –
AAS
1717
Ameritas Advisory Services
Nebraska
$220K -$17.2K -27 -7%
AB
1718
Atlas Brown
Kentucky
$219K +$4.47K +7 +2%
GWANC
1719
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K -$12.1K -19 -5%
SIM
1720
SSI Investment Management
California
$219K – – –
DA
1721
DSC Advisors
Illinois
$218K -$16K -25 -7%
HI
1722
Harbour Investments
Wisconsin
$218K +$8.94K +14 +4%
WFA
1723
Wade Financial Advisory
California
$215K -$16K -25 -7%
CCP
1724
Clarkston Capital Partners
Michigan
$215K – – –
UBV
1725
United Bank (Virginia)
Virginia
$214K -$33.8K -53 -13%
67 68
69
70 71