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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Shrier Wealth Management
California
$281K +$280K +424 New
FCM
1802
Fortis Capital Management
Washington
$281K +$25.1K +38 +10%
CWS
1803
Cypress Wealth Services
California
$280K +$280K +423 New
NL
1804
NWAM LLC
Washington
$278K -$13.9K -21 -4%
TP
1805
Tranquility Partners
Tennessee
$276K -$79.3K -120 -22%
HB
1806
Horizon Bancorp
Indiana
$276K +$133K +201 +93%
OBWG
1807
Onyx Bridge Wealth Group
New York
$276K +$1.98K +3 +0.7%
RAM
1808
Reflection Asset Management
South Carolina
$276K +$275K +416 New
ACM
1809
Aster Capital Management
United Arab Emirates
$275K +$274K +415 New
ABC
1810
Associated Banc-Corp
Wisconsin
$274K +$36.3K +55 +15%
TCM
1811
Triumph Capital Management
Colorado
$273K +$7.93K +12 +3%
HBS
1812
Howard Bailey Securities
Indiana
$273K -$10.6K -16 -4%
B
1813
BetterWealth
California
$273K – – –
NA
1814
Nordwand Advisors
Pennsylvania
$273K – – –
CAP
1815
Cordoba Advisory Partners
New York
$272K +$271K +410 New
LJHT
1816
Laurie J. Hall Trustee
$272K – – –
MHC
1817
May Hill Capital
Massachusetts
$272K +$33.7K +51 +14%
TI
1818
Truepoint Inc
Ohio
$271K -$192K -290 -41%
LJAC
1819
L.J. Altfest & Co
New York
$271K +$1.32K +2 +0.5%
TC
1820
TFR Capital
Texas
$270K +$6.61K +10 +3%
USCWA
1821
U.S. Capital Wealth Advisors
Texas
$270K +$30.4K +46 +13%
LIA
1822
LifePlan Investment Advisors
North Carolina
$269K +$8.59K +13 +3%
AWM
1823
Ariadne Wealth Management
California
$268K -$147K -223 -25%
PHWM
1824
Pine Harbor Wealth Management
Maryland
$268K – – –
RA
1825
Riversedge Advisors
Delaware
$268K +$6.61K +10 +3%
71 72
73
74 75