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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
W
1876
WealthCollab
Washington
$6.88K +$6.07K +11 New
SN
1877
Sittner & Nelson
Oregon
$6.88K
KA
1878
Kozak & Associates
Colorado
$6.65K
JFA
1879
JNBA Financial Advisors
Minnesota
$6.25K
TCM
1880
Tradewinds Capital Management
Washington
$6.25K +$5.52K +10 New
BCH
1881
Berkshire Capital Holdings
California
$6.25K
AEPWM
1882
Atlantic Edge Private Wealth Management
Florida
$5.63K +$4.96K +9 New
FCMT
1883
Founders Capital Management (Texas)
Texas
$5.63K
PS
1884
PayPay Securities
Japan
$5.54K +$1.66K +3 +60%
BCPWM
1885
Bradley & Co Private Wealth Management
Florida
$5K
MWM
1886
Mascoma Wealth Management
New Hampshire
$5K
CW
1887
Cooksen Wealth
Texas
$5K +$4.41K +8 New
WCM
1888
Winthrop Capital Management
Indiana
$4.54K +$3.86K +7 New
CM
1889
Capula Management
Cayman Islands
$4.38K -$434K -787 -99%
CSC
1890
Caldwell Sutter Capital
California
$4.38K -$7.17K -13 -65%
PPWM
1891
PFG Private Wealth Management
Florida
$4.38K
CTB
1892
Country Trust Bank
Illinois
$4.38K +$3.86K +7 New
PA
1893
Pineridge Advisors
Missouri
$4.38K +$3.86K +7 New
SFA
1894
Semmax Financial Advisors
North Carolina
$3.84K +$3.31K +6 New
RIM
1895
Rockbridge Investment Management
New York
$3.75K +$3.31K +6 New
JGIA
1896
Jackson Grant Investment Advisers
Connecticut
$3.75K
WIM
1897
Westside Investment Management
California
$3.75K +$3.31K +6 New
CTWM
1898
Cherry Tree Wealth Management
Minnesota
$3.13K
EWM
1899
Evermay Wealth Management
Virginia
$3.13K +$1.66K +3 +150%
DCBT
1900
Dakota Community Bank & Trust
North Dakota
$3.13K