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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1801
Mowery & Schoenfeld Wealth Management
Illinois
$82.2K – – –
ACM
1802
Anfield Capital Management
California
$82.2K +$76.3K +123 +6,150%
RWA
1803
Redmont Wealth Advisors
Illinois
$81.5K – – –
CJ
1804
Caitlin John
Michigan
$77.8K +$3.72K +6 +5%
CFFP
1805
Center for Financial Planning
Michigan
$75.6K – – –
EBA
1806
Eagle Bay Advisors
New York
$75.5K -$2.48K -4 -3%
GKIM
1807
GW&K Investment Management
Massachusetts
$74K +$3.72K +6 +6%
HNB
1808
Hilltop National Bank
Wyoming
$72.3K +$1.24K +2 +2%
SIC
1809
SJS Investment Consulting
Ohio
$70.3K -$620 -1 -0.9%
CPG
1810
Custom Portfolio Group
Colorado
$70.3K – – –
DMBA
1811
Deseret Mutual Benefit Administrators
Utah
$69.7K – – –
WB
1812
Webster Bank
Connecticut
$68.3K +$14.3K +23 +28%
SP
1813
SWS Partners
Ohio
$66.7K +$62.6K +101 New
AA
1814
Addison Advisors
Vermont
$65.7K -$1.24K -2 -2%
DF
1815
DecisionPoint Financial
Arizona
$64.7K – – –
GWSG
1816
GPS Wealth Strategies Group
Colorado
$64.7K +$13K +21 +27%
OA
1817
Operose Advisors
Wisconsin
$62.4K – – –
FMP
1818
Financial Management Professionals
Texas
$62K +$1.24K +2 +2%
CAS
1819
Coppell Advisory Solutions
Texas
$60.5K +$57.1K +92 New
TFA
1820
Toth Financial Advisory
Virginia
$59.3K – – –
LWANC
1821
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.5K – – –
PAG
1822
Paladin Advisory Group
Iowa
$56.6K – – –
AWM
1823
Abound Wealth Management
Tennessee
$56.1K -$1.86K -3 -3%
RA
1824
Ransom Advisory
Rhode Island
$55.2K +$52.1K +84 New
PGAM
1825
Princeton Global Asset Management
New Jersey
$54.2K -$25.4K -41 -33%
71 72
73
74 75