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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LOPW
1701
Live Oak Private Wealth
North Carolina
$313K -$4.33K -6 -1%
KPWG
1702
KFA Private Wealth Group
Virginia
$313K – – –
AFG
1703
ABLE Financial Group
Arizona
$313K -$80.7K -112 -20%
GIA
1704
Guyasuta Investment Advisors
Pennsylvania
$313K +$8.65K +12 +3%
JSC
1705
Jackson Square Capital
California
$312K +$22.3K +31 +7%
GCA
1706
Gallagher Capital Advisors
Texas
$311K +$1.77M +2,456 New
OP
1707
ORG Partners
Indiana
$311K +$41.1K +57 +14%
WC
1708
Wynn Capital
Georgia
$311K – – –
SAM
1709
SP Asset Management
California
$310K – – –
SRC
1710
Sage Rhino Capital
California
$308K – – –
MAA
1711
Matrix Asset Advisors
New York
$308K +$721 +1 +0.2%
VAF
1712
Values Added Financial
District of Columbia
$307K -$7.21K -10 -2%
CAL
1713
Capital Analysts LLC
Pennsylvania
$307K – – –
MFA
1714
McClarren Financial Advisors
Pennsylvania
$307K -$721 -1 -0.2%
BMC
1715
Benin Management Corp
Connecticut
$307K – – –
LI
1716
LRI Investments
Florida
$306K -$26.7K -37 -8%
SFG
1717
Synergy Financial Group
California
$306K -$13K -18 -4%
BWS
1718
Broadway Wealth Solutions
Texas
$305K +$6.49K +9 +2%
AHL
1719
Abel Hall LLC
Louisiana
$305K +$3.6K +5 +1%
AWM
1720
Arista Wealth Management
Nevada
$305K +$10.1K +14 +3%
EFP
1721
Elser Financial Planning
Indiana
$304K -$3.6K -5 -1%
CP
1722
CenterBook Partners
Connecticut
$304K -$1.63M -2,260 -84%
JC
1723
JB Capital
Connecticut
$304K -$8.65K -12 -3%
BWP
1724
Balboa Wealth Partners
Arizona
$303K +$106K +147 +49%
AWA
1725
Arete Wealth Advisors
Illinois
$302K -$1.03M -1,429 -76%
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70 71