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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1826
PUREfi Wealth
Massachusetts
$252K +$11.5K +16 +5%
CC
1827
Citrine Capital
California
$252K – – –
DWM
1828
DecisionMap Wealth Management
Virginia
$252K +$22.3K +31 +9%
BAM
1829
Berkshire Asset Management
Pennsylvania
$251K -$3.6K -5 -1%
GAM
1830
Gemmer Asset Management
California
$251K – – –
SP
1831
Stonebrook Private
Michigan
$250K -$11.5K -16 -4%
NP
1832
Nilsine Partners
Colorado
$250K +$15.1K +21 +6%
AIC
1833
Archer Investment Corporation
Indiana
$249K +$108K +150 +70%
HIG
1834
Heritage Investment Group
Florida
$248K – – –
LWM
1835
Luminvest Wealth Management
Arizona
$248K -$26.7K -37 -9%
OWM
1836
OneAscent Wealth Management
Alabama
$248K -$721 -1 -0.3%
CRWM
1837
Castle Rock Wealth Management
California
$248K -$7.21K -10 -3%
PCH
1838
PGIM Custom Harvest
New Jersey
$247K -$2.88K -4 -1%
USCWA
1839
U.S. Capital Wealth Advisors
Texas
$247K +$6.49K +9 +3%
MHC
1840
May Hill Capital
Massachusetts
$245K +$10.1K +14 +4%
ABC
1841
Associated Banc-Corp
Wisconsin
$245K – – –
PWMA
1842
Pension & Wealth Management Advisors
Massachusetts
$245K -$10.8K -15 -4%
XF
1843
XML Financial
Maryland
$245K – – –
OWA
1844
One Wealth Advisors
California
$244K +$258K +358 New
DTC
1845
Davidson Trust Company
Washington
$244K +$257K +357 New
FA
1846
Fedenia Advisers
Wisconsin
$243K +$257K +356 New
SGFG
1847
Silver Grove Financial Group
New York
$243K +$256K +355 New
GSWM
1848
Golden State Wealth Management
California
$242K – – –
FCG
1849
Fielder Capital Group
Tennessee
$242K +$31K +43 +14%
AMCA
1850
Arthur M. Cohen & Associates
Illinois
$241K – – –
72 73
74
75 76