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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1751
Werba Rubin Papier Wealth Management
California
$301K +$87.2K +132 +41%
WC
1752
Wynn Capital
Georgia
$301K – – –
FFA
1753
Florida Financial Advisors
Florida
$301K +$299K +453 New
BWS
1754
Broadway Wealth Solutions
Texas
$300K +$3.96K +6 +1%
BBNB
1755
Baker Boyer National Bank
Washington
$299K +$13.9K +21 +5%
SC
1756
Sepio Capital
Utah
$299K +$18.5K +28 +7%
SCM
1757
SCS Capital Management
Massachusetts
$298K +$297K +450 New
MFA
1758
McClarren Financial Advisors
Pennsylvania
$298K +$141K +213 +47%
UAG
1759
United Advisor Group
Ohio
$298K +$14.5K +22 +5%
CICI
1760
Capital Investment Counsel Inc
North Carolina
$298K -$165K -250 -36%
OLA
1761
Oliver Luxxe Assets
New Jersey
$298K -$126K -191 -30%
MAA
1762
Matrix Asset Advisors
New York
$298K -$661 -1 -0.2%
SFG
1763
Synergy Financial Group
California
$298K +$1.32K +2 +0.4%
PWP
1764
Perfromance Wealth Partners
Illinois
$297K +$4.63K +7 +2%
CAM
1765
Cidel Asset Management
Ontario, Canada
$297K +$14.5K +22 +5%
EP
1766
Essential Partners
California
$296K -$233K -353 -44%
JSC
1767
Jackson Square Capital
California
$296K -$6.61K -10 -2%
BFW
1768
Brady Family Wealth
Missouri
$296K +$295K +447 New
SRC
1769
Sage Rhino Capital
California
$296K -$2.64K -4 -0.9%
EFP
1770
Elser Financial Planning
Indiana
$296K – – –
DW30
1771
Drucker Wealth 3.0
New Jersey
$295K +$35.7K +54 +14%
4WM
1772
49 Wealth Management
Texas
$295K +$95.2K +144 +48%
AR
1773
Apeiron RIA
Texas
$295K +$23.1K +35 +6%
GA
1774
Greenspring Advisors
Maryland
$295K +$294K +445 New
VWM
1775
Vigilare Wealth Management
Arizona
$295K -$11.9K -18 -4%
69 70
71
72 73