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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1876
Northwest Capital Management
Oregon
$22.4K – – –
SC
1877
Solstein Capital
California
$22.4K – – –
AP
1878
Aspect Partners
Virginia
$20.5K – – –
CTWM
1879
Cherry Tree Wealth Management
Minnesota
$20.5K – – –
FDCP
1880
Foster Dykema Cabot & Partners
Massachusetts
$20.5K +$21.1K +33 New
FRA
1881
Front Row Advisors
California
$19.9K – – –
OPTFSNA
1882
Old Point Trust & Financial Services N A
Virginia
$19.9K – – –
VWA
1883
Valued Wealth Advisors
Utah
$19.9K – – –
KWAG
1884
Kiely Wealth Advisory Group
North Carolina
$19.6K – – –
WBC
1885
West Branch Capital
Massachusetts
$18.8K -$6.38K -10 -25%
WCM
1886
Westend Capital Management
California
$18.6K +$10.2K +16 +114%
AW
1887
Avion Wealth
Texas
$18K +$5.75K +9 +45%
CPA
1888
Capital Performance Advisors
California
$17.9K +$18.5K +29 New
CAM
1889
Creekmur Asset Management
Illinois
$17.4K +$1.92K +3 +12%
BCMLT
1890
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.4K +$5.75K +9 +47%
RWM
1891
Raffa Wealth Management
District of Columbia
$16.1K +$2.55K +4 +18%
NFA
1892
Northwest Financial Advisors
Virginia
$15.5K +$16K +25 New
FFA
1893
Frazier Financial Advisors
Ohio
$15.5K -$7.66K -12 -32%
TAM
1894
Tucker Asset Management
Colorado
$15.5K -$1.28K -2 -7%
NC
1895
NewSquare Capital
Pennsylvania
$15.5K – – –
UFF
1896
USA Financial Formulas
Michigan
$14.9K -$1.32M -2,074 -99%
TF
1897
Tompkins Financial
New York
$14.9K +$15.3K +24 New
FPF
1898
First Pacific Financial
Washington
$13.1K – – –
ATC
1899
Adirondack Trust Company
New York
$11.8K – – –
PCA
1900
Providence Capital Advisors
North Carolina
$11.8K – – –
74 75
76
77 78