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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1701
Crown Wealth Group
North Carolina
$248K +$5.11K +8 +2%
AF
1702
Apexium Financial
Texas
$248K +$252K +395 New
XF
1703
XML Financial
Maryland
$248K +$42.2K +66 +20%
LIA
1704
LifePlan Investment Advisors
North Carolina
$248K -$639 -1 -0.3%
SP
1705
Stonebrook Private
Michigan
$247K +$5.75K +9 +2%
RCM
1706
Raleigh Capital Management
North Carolina
$247K +$17.9K +28 +8%
QFA
1707
Quantum Financial Advisors
California
$246K – – –
LWL
1708
Leo Wealth LLC
Texas
$246K +$31.9K +50 +15%
GLLW
1709
Graves Light Lenhart Wealth
Virginia
$246K – – –
CP
1710
Canopy Partners
Ohio
$246K +$250K +391 New
RWI
1711
Red Wave Investments
Pennsylvania
$245K – – –
CAM
1712
Cidel Asset Management
Ontario, Canada
$245K +$21.7K +34 +10%
SW
1713
Solidarity Wealth
Utah
$244K -$639 -1 -0.3%
BAAM
1714
Baker Avenue Asset Management
California
$243K +$17.3K +27 +8%
MSWM
1715
McGlone Suttner Wealth Management
Wisconsin
$242K +$10.2K +16 +4%
LW
1716
Linscomb Wealth
Texas
$242K +$8.95K +14 +4%
DCA
1717
DSG Capital Advisors
Minnesota
$242K +$246K +385 New
IA
1718
Integrity Alliance
Iowa
$239K +$243K +381 New
NWM
1719
Nova Wealth Management
Florida
$239K +$243K +381 New
WB
1720
West Bancorporation
Iowa
$238K -$7.67K -12 -3%
SC
1721
Seldon Capital
California
$238K – – –
MWM
1722
Merriman Wealth Management
Washington
$237K +$241K +377 New
UOC
1723
UBS O'Connor
Illinois
$237K +$241K +377 New
SIM
1724
Stratos Investment Management
Ohio
$237K +$3.19K +5 +1%
BW
1725
BIP Wealth
Georgia
$236K -$5.75K -9 -2%
67 68
69
70 71