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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1726
XML Financial
Maryland
$221K -$21K -35 -9%
BEW
1727
Burton Enright Welch
California
$221K -$601 -1 -0.3%
OF
1728
Optimize Financial
California
$218K +$213K +355 New
RB
1729
Renasant Bank
Mississippi
$217K +$3K +5 +1%
CCM
1730
Consolidated Capital Management
California
$217K +$213K +354 New
GDP
1731
Great Diamond Partners
Maine
$217K -$164K -273 -44%
RF
1732
RHS Financial
California
$217K -$10.2K -17 -5%
BOS
1733
Bank of Stockton
California
$217K – – –
TPWM
1734
Twelve Points Wealth Management
Massachusetts
$216K +$1.2K +2 +0.6%
BHCM
1735
Brevan Howard Capital Management
Jersey
$216K +$211K +352 New
AF
1736
Avanza Fonder
Sweden
$216K -$10.8K -18 -5%
SP
1737
Successful Portfolios
Florida
$216K -$4.2K -7 -2%
NCFG
1738
New Century Financial Group
New Jersey
$215K -$382K -636 -65%
MSA
1739
Marino Stram & Associates
Massachusetts
$215K -$8.41K -14 -4%
NFTC
1740
North Forty Two & Co
Oregon
$214K – – –
SIS
1741
Sound Income Strategies
Florida
$214K +$6.61K +11 +3%
NFSG
1742
Newbridge Financial Services Group
Florida
$213K -$8.41K -14 -4%
CCP
1743
Clarkston Capital Partners
Michigan
$212K – – –
MAM
1744
MMA Asset Management
Pennsylvania
$212K +$208K +346 New
BBA
1745
Braun-Bostich & Associates
Pennsylvania
$209K -$19.2K -32 -9%
LWL
1746
Leo Wealth LLC
Texas
$209K -$30.6K -51 -13%
AFP
1747
Ausdal Financial Partners
Iowa
$209K -$601 -1 -0.3%
IP
1748
Ignite Planners
California
$209K -$70.3K -117 -26%
EA
1749
Echo45 Advisors
California
$209K +$204K +340 New
OBWG
1750
Onyx Bridge Wealth Group
New York
$208K -$1.8K -3 -0.9%
68 69
70
71 72