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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1751
Grimes & Company
Massachusetts
$305K -$2.03K -3 -0.8%
GA
1752
Goldstein Advisors
Wisconsin
$304K +$2.71K +4 +1%
F8IS
1753
Figure 8 Investment Strategies
Idaho
$303K -$50.8K -75 -16%
PFG
1754
Putney Financial Group
California
$303K -$21.7K -32 -8%
SP
1755
Stonebrook Private
Michigan
$301K -$21.7K -32 -8%
LW
1756
Linscomb Wealth
Texas
$299K -$13.5K -20 -5%
SC
1757
Seldon Capital
California
$298K – – –
PB
1758
Pinnacle Bancorp
Nebraska
$296K +$9.47K +14 +4%
LI
1759
LMCG Investments
Massachusetts
$295K -$2.03K -3 -0.8%
AAMA
1760
Advanced Asset Management Advisors
Ohio
$295K – – –
DCA
1761
DSG Capital Advisors
Minnesota
$295K – – –
PWMA
1762
Pension & Wealth Management Advisors
Massachusetts
$294K +$59.6K +88 +31%
BAM
1763
Berkshire Asset Management
Pennsylvania
$294K -$16.9K -25 -6%
GD
1764
Grandfield & Dodd
New York
$294K – – –
RH
1765
RFG Holdings
Texas
$294K -$672K -993 -73%
SMF
1766
Scott Marsh Financial
Utah
$293K +$252K +372 New
BW
1767
BIP Wealth
Georgia
$292K -$2.71K -4 -1%
WB
1768
West Bancorporation
Iowa
$292K -$2.71K -4 -1%
CAM
1769
Covenant Asset Management
New Jersey
$292K – – –
RCA
1770
Ranch Capital Advisors
Florida
$292K +$677 +1 +0.3%
BPW
1771
Bingham Private Wealth
California
$291K -$12.9K -19 -5%
DW30
1772
Drucker Wealth 3.0
New Jersey
$291K +$256K +378 New
GWM
1773
Gibbs Wealth Management
Georgia
$291K +$250K +369 New
CC
1774
Citrine Capital
California
$291K +$250K +369 New
GAM
1775
Gemmer Asset Management
California
$290K -$16.9K -25 -6%
69 70
71
72 73