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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BSCCG
1701
Blue Sky Capital Consultants Group
California
$205K – – –
SWM
1702
Stronghold Wealth Management
Florida
$205K +$13.8K +29 +7%
PWP
1703
Ponta Wealth Partners
Florida
$205K +$61.1K +128 +37%
PCA
1704
Purkiss Capital Advisors
Connecticut
$204K – – –
MHR
1705
Matthew Hamilton Rosenberg
$204K -$7.16K -15 -3%
BWG
1706
Beta Wealth Group
California
$204K – – –
CAWM
1707
Capital Advisors Wealth Management
Washington
$203K +$224K +470 New
SAM
1708
Sagewood Asset Management
New York
$203K +$224K +470 New
B
1709
BetterWealth
California
$202K +$26.7K +56 +14%
LF
1710
LifeSteps Financial
California
$201K -$477 -1 -0.2%
LOPW
1711
Live Oak Private Wealth
North Carolina
$201K – – –
AIM
1712
Advyzon Investment Management
Illinois
$201K +$222K +465 New
OCM
1713
One Capital Management
California
$201K -$93K -195 -30%
SSCA
1714
South Shore Capital Advisors
Massachusetts
$201K +$221K +464 New
CP
1715
Canopy Partners
Ohio
$199K -$8.11K -17 -4%
OM
1716
OV Management
Minnesota
$198K -$536K -1,123 -71%
1CP
1717
1015 Capital Partners
Pennsylvania
$198K -$4.29K -9 -2%
PWMA
1718
Pension & Wealth Management Advisors
Massachusetts
$196K +$37.7K +79 +21%
DSC
1719
Daytona Street Capital
Missouri
$193K +$202K +423 New
GSWM
1720
Golden State Wealth Management
California
$188K +$41K +86 +25%
DWP
1721
Destiny Wealth Partners
Florida
$187K -$38.6K -81 -16%
AF
1722
Alerus Financial
North Dakota
$185K +$204K +427 New
HB
1723
Horizon Bancorp
Indiana
$184K +$4.29K +9 +2%
SA
1724
Scarborough Advisors
Maryland
$183K +$202K +423 New
ACA
1725
Atlas Capital Advisors
Wyoming
$182K +$193K +404 +2,244%
67 68
69
70 71