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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1701
Apexium Financial
Texas
$248K +$252K +395 New
XF
1702
XML Financial
Maryland
$248K +$42.2K +66 +20%
LIA
1703
LifePlan Investment Advisors
North Carolina
$248K -$639 -1 -0.3%
SP
1704
Stonebrook Private
Michigan
$247K +$5.75K +9 +2%
RCM
1705
Raleigh Capital Management
North Carolina
$247K +$17.9K +28 +8%
QFA
1706
Quantum Financial Advisors
California
$246K – – –
LWL
1707
Leo Wealth LLC
Texas
$246K +$31.9K +50 +15%
GLLW
1708
Graves Light Lenhart Wealth
Virginia
$246K – – –
CP
1709
Canopy Partners
Ohio
$246K +$250K +391 New
RWI
1710
Red Wave Investments
Pennsylvania
$245K – – –
CAM
1711
Cidel Asset Management
Ontario, Canada
$245K +$21.7K +34 +10%
SW
1712
Solidarity Wealth
Utah
$244K -$639 -1 -0.3%
BAAM
1713
Baker Avenue Asset Management
California
$243K +$17.3K +27 +8%
MSWM
1714
McGlone Suttner Wealth Management
Wisconsin
$242K +$10.2K +16 +4%
LW
1715
Linscomb Wealth
Texas
$242K +$8.95K +14 +4%
DCA
1716
DSG Capital Advisors
Minnesota
$242K +$246K +385 New
IA
1717
Integrity Alliance
Iowa
$239K +$243K +381 New
NWM
1718
Nova Wealth Management
Florida
$239K +$243K +381 New
WB
1719
West Bancorporation
Iowa
$238K -$7.67K -12 -3%
SC
1720
Seldon Capital
California
$238K – – –
MWM
1721
Merriman Wealth Management
Washington
$237K +$241K +377 New
UOC
1722
UBS O'Connor
Illinois
$237K +$241K +377 New
SIM
1723
Stratos Investment Management
Ohio
$237K +$3.19K +5 +1%
BW
1724
BIP Wealth
Georgia
$236K -$5.75K -9 -2%
CAM
1725
Claret Asset Management
Quebec, Canada
$236K -$24.3K -38 -9%
67 68
69
70 71