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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWAG
1826
Kiely Wealth Advisory Group
North Carolina
$18.1K +$15.4K +28 New
HDIM
1827
Hanson & Doremus Investment Management
Vermont
$18K -$552 -1 -3%
RFG
1828
REAP Financial Group
Texas
$17.5K +$15.4K +28 New
AIC
1829
Archer Investment Corporation
Indiana
$17.5K – – –
AWM
1830
Able Wealth Management
New Jersey
$17.2K +$14.9K +27 New
KFS
1831
Kelly Financial Services
Massachusetts
$16.9K – – –
RWM
1832
Raffa Wealth Management
District of Columbia
$16.9K – – –
TIM
1833
Tortoise Investment Management
New York
$16.9K – – –
LIWM
1834
Long Island Wealth Management
New York
$16K +$13.8K +25 New
CG
1835
Cutler Group
California
$16K +$14.9K +27 New
NFA
1836
Northwest Financial Advisors
Virginia
$15.6K +$13.8K +25 New
TAM
1837
Tucker Asset Management
Colorado
$15.6K – – –
WWM
1838
Wolff Wiese Magana
California
$15.6K – – –
CAS
1839
Coppell Advisory Solutions
Texas
$15.6K +$13.8K +25 New
BMC
1840
Bear Mountain Capital
Washington
$15.1K +$13.8K +25 New
WBC
1841
West Branch Capital
Massachusetts
$15K +$7.17K +13 +118%
CWM
1842
Cedar Wealth Management
California
$15K – – –
TCA
1843
Trifecta Capital Advisors
Illinois
$15K +$8.27K +15 +167%
BG
1844
Bollard Group
Massachusetts
$15K – – –
DAC
1845
Dividend Assets Capital
South Carolina
$15K – – –
SSG
1846
Summit Securities Group
New York
$14K -$4.96K -9 -29%
NRG
1847
Nemes Rush Group
Michigan
$13.2K – – –
FPF
1848
First Pacific Financial
Washington
$13.1K – – –
RFG
1849
RFP Financial Group
Georgia
$13.1K – – –
RS
1850
Rakuten Securities
Japan
$13.1K +$11.6K +21 New
72 73
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