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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1876
Old Point Trust & Financial Services N A
Virginia
$21K – – –
VWA
1877
Valued Wealth Advisors
Utah
$21K +$3.1K +5 +19%
HCM
1878
Hollencrest Capital Management
California
$20.4K – – –
IBOK
1879
Independence Bank of Kentucky
Kentucky
$19.7K – – –
DF
1880
Dunhill Financial
United Kingdom
$19.2K +$3.72K +6 +26%
RFG
1881
RFP Financial Group
Georgia
$18.4K +$4.96K +8 +40%
KFS
1882
Kelly Financial Services
Massachusetts
$17.8K – – –
TAM
1883
Tucker Asset Management
Colorado
$17.7K – – –
KWAG
1884
Kiely Wealth Advisory Group
North Carolina
$17.5K – – –
TVWM
1885
Tower View Wealth Management
Wisconsin
$16.4K +$15.5K +25 New
CAM
1886
Creekmur Asset Management
Illinois
$16.4K -$620 -1 -4%
NC
1887
NewSquare Capital
Pennsylvania
$16.4K +$15.5K +25 New
RFG
1888
REAP Financial Group
Texas
$14.5K – – –
T
1889
Tidemark
California
$14.5K -$26.7K -43 -66%
RWM
1890
Raffa Wealth Management
District of Columbia
$14.5K – – –
PIS
1891
POM Investment Strategies
North Carolina
$14.5K +$13.6K +22 New
FPF
1892
First Pacific Financial
Washington
$13.8K – – –
PO
1893
Private Ocean
California
$13.1K +$12.4K +20 New
AW
1894
Avion Wealth
Texas
$13K +$3.1K +5 +33%
BCMLT
1895
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.5K – – –
PCA
1896
Providence Capital Advisors
North Carolina
$12.5K – – –
ATC
1897
Adirondack Trust Company
New York
$12.5K -$620 -1 -5%
FFC
1898
First Financial Corp
Indiana
$11.8K -$18.6K -30 -63%
AIC
1899
Archer Investment Corporation
Indiana
$11.5K -$6.2K -10 -36%
SWA
1900
SOA Wealth Advisors
New York
$11.2K -$41.6K -67 -80%
74 75
76
77 78