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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1726
Western Wealth Management
Colorado
$314K -$40.3K -61 -11%
BTWM
1727
Baker Tilly Wealth Management
Wisconsin
$313K -$1.98K -3 -0.6%
OF
1728
Optimize Financial
California
$313K +$2.64K +4 +0.9%
CAL
1729
Capital Analysts LLC
Pennsylvania
$313K +$15.2K +23 +5%
PCA
1730
Purkiss Capital Advisors
Connecticut
$313K – – –
BWG
1731
Beta Wealth Group
California
$312K +$311K +471 New
CP
1732
Cornerstone Planning
North Carolina
$310K +$309K +468 New
VAG
1733
VisionPoint Advisory Group
Texas
$309K -$34.4K -52 -10%
MIP
1734
Marietta Investment Partners
Wisconsin
$309K -$5.95K -9 -2%
LF
1735
LifeSteps Financial
California
$309K – – –
1CP
1736
1015 Capital Partners
Pennsylvania
$309K +$309K +467 New
GCP
1737
Guardian Capital (Pennsylvania)
Pennsylvania
$309K +$308K +466 New
LOPW
1738
Live Oak Private Wealth
North Carolina
$309K +$4.63K +7 +2%
SPW
1739
Signet Private Wealth
Illinois
$307K +$307K +464 New
ICP
1740
Impact Capital Partners
Colorado
$307K +$661 +1 +0.2%
MIAS
1741
Mason Investment Advisory Services
Virginia
$307K – – –
KPWG
1742
KFA Private Wealth Group
Virginia
$306K +$3.3K +5 +1%
OP
1743
ORG Partners
Indiana
$306K +$4.63K +7 +2%
GCM
1744
Gallacher Capital Management
Colorado
$306K -$1.98K -3 -0.6%
PA
1745
Planning Alternatives
Michigan
$306K -$28.4K -43 -9%
KFS
1746
Kurt F. Somerville
$305K – – –
MWS
1747
MFA Wealth Services
California
$303K -$52.9K -80 -15%
HWP
1748
Highline Wealth Partners
California
$303K -$37.7K -57 -11%
GWANC
1749
Guardian Wealth Advisors (North Carolina)
North Carolina
$302K +$32.4K +49 +12%
SAM
1750
SP Asset Management
California
$302K +$661 +1 +0.2%
68 69
70
71 72