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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1851
Albion Financial Group
Utah
$32.9K – – –
CIA
1852
Cape Investment Advisory
Georgia
$32.9K – – –
CSB
1853
City State Bank
Iowa
$32.9K – – –
TLA
1854
Tanglewood Legacy Advisors
Texas
$32.9K – – –
TCM
1855
Tradewinds Capital Management
Washington
$32.9K +$15.5K +25 +100%
PWA
1856
Provenance Wealth Advisors
Florida
$30.2K – – –
DPW
1857
DiNuzzo Private Wealth
Pennsylvania
$30.2K +$3.72K +6 +15%
VAG
1858
VisionPoint Advisory Group
Texas
$29.6K +$14.9K +24 +114%
OIA
1859
Optimum Investment Advisors
Illinois
$28.9K – – –
HDIM
1860
Hanson & Doremus Investment Management
Vermont
$28K – – –
CTA
1861
Colonial Trust Advisors
South Carolina
$27.6K -$1.24K -2 -5%
WBC
1862
West Branch Capital
Massachusetts
$26.3K -$1.86K -3 -7%
CC
1863
Cultivar Capital
Texas
$26.3K +$24.8K +40 New
TIM
1864
Tortoise Investment Management
New York
$26.3K +$7.44K +12 +43%
FW
1865
Fairway Wealth
Ohio
$26.3K +$24.8K +40 New
CFD
1866
Creative Financial Designs
Indiana
$25K – – –
LFA
1867
LGT Financial Advisors
Texas
$25K +$23.6K +38 New
FFA
1868
Frazier Financial Advisors
Ohio
$24.3K -$4.96K -8 -18%
SSG
1869
Summit Securities Group
New York
$24K +$22.9K +37 New
GIS
1870
Grayhawk Investment Strategies
Alberta, Canada
$23.7K – – –
NCM
1871
Northwest Capital Management
Oregon
$23.7K – – –
SC
1872
Solstein Capital
California
$23.7K – – –
AP
1873
Aspect Partners
Virginia
$21.7K – – –
CTWM
1874
Cherry Tree Wealth Management
Minnesota
$21.7K +$17.4K +28 +560%
FRA
1875
Front Row Advisors
California
$21K – – –
73 74
75
76 77