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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EBSAM
1726
Eubel Brady & Suttman Asset Management
Ohio
$314K +$35K +53 +13%
BSCCG
1727
Blue Sky Capital Consultants Group
California
$314K -$8.59K -13 -3%
WWM
1728
Western Wealth Management
Colorado
$314K -$40.3K -61 -11%
BTWM
1729
Baker Tilly Wealth Management
Wisconsin
$313K -$1.98K -3 -0.6%
OF
1730
Optimize Financial
California
$313K +$2.64K +4 +0.9%
CAL
1731
Capital Analysts LLC
Pennsylvania
$313K +$15.2K +23 +5%
PCA
1732
Purkiss Capital Advisors
Connecticut
$313K – – –
BWG
1733
Beta Wealth Group
California
$312K +$311K +471 New
CP
1734
Cornerstone Planning
North Carolina
$310K +$309K +468 New
VAG
1735
VisionPoint Advisory Group
Texas
$309K -$34.4K -52 -10%
MIP
1736
Marietta Investment Partners
Wisconsin
$309K -$5.95K -9 -2%
LF
1737
LifeSteps Financial
California
$309K – – –
1CP
1738
1015 Capital Partners
Pennsylvania
$309K +$309K +467 New
GCP
1739
Guardian Capital (Pennsylvania)
Pennsylvania
$309K +$308K +466 New
LOPW
1740
Live Oak Private Wealth
North Carolina
$309K +$4.63K +7 +2%
SPW
1741
Signet Private Wealth
Illinois
$307K +$307K +464 New
ICP
1742
Impact Capital Partners
Colorado
$307K +$661 +1 +0.2%
MIAS
1743
Mason Investment Advisory Services
Virginia
$307K – – –
KPWG
1744
KFA Private Wealth Group
Virginia
$306K +$3.3K +5 +1%
OP
1745
ORG Partners
Indiana
$306K +$4.63K +7 +2%
GCM
1746
Gallacher Capital Management
Colorado
$306K -$1.98K -3 -0.6%
PA
1747
Planning Alternatives
Michigan
$306K -$28.4K -43 -9%
KFS
1748
Kurt F. Somerville
$305K – – –
MWS
1749
MFA Wealth Services
California
$303K -$52.9K -80 -15%
HWP
1750
Highline Wealth Partners
California
$303K -$37.7K -57 -11%
68 69
70
71 72