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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1876
J. Safra Asset Management
New York
$68.1K +$30.7K +48 +80%
KI
1877
Kapitalo Investimentos
Brazil
$67.9K +$69K +108 New
NL
1878
NVWM LLC
Pennsylvania
$66.6K -$990K -1,550 -94%
AG
1879
AmeriFlex Group
Nevada
$63.7K +$67.7K +106 New
EBA
1880
Eagle Bay Advisors
New York
$63.5K -$11.5K -18 -15%
DF
1881
DecisionPoint Financial
Arizona
$62.9K – – –
GWSG
1882
GPS Wealth Strategies Group
Colorado
$61.9K -$639 -1 -1%
FMP
1883
Financial Management Professionals
Texas
$61.6K +$1.28K +2 +2%
WA
1884
Whipplewood Advisors
Colorado
$61.6K +$62.6K +98 New
BTD
1885
BankPlus Trust Department
Mississippi
$61K +$62K +97 New
AWM
1886
Abound Wealth Management
Tennessee
$58.4K -$639 -1 -1%
RWS
1887
Retirement Wealth Solutions
Wisconsin
$58.1K +$59.4K +93 New
MWA
1888
Medallion Wealth Advisors
Connecticut
$56.6K +$57.5K +90 New
LWANC
1889
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.9K – – –
PAG
1890
Paladin Advisory Group
Iowa
$54.1K -$639 -1 -1%
KFI
1891
Key Financial Inc
Pennsylvania
$54.1K +$1.92K +3 +4%
TIM
1892
Tortoise Investment Management
New York
$53.4K -$3.83K -6 -7%
RA
1893
Ransom Advisory
Rhode Island
$52.8K – – –
PP
1894
Pacifica Partners
Canada
$51.7K +$11.5K +18 +28%
TFA
1895
Toth Financial Advisory
Virginia
$50.6K -$5.75K -9 -10%
DF
1896
Dunhill Financial
United Kingdom
$47.8K +$9.59K +15 +25%
KB
1897
Kimelman & Baird
New York
$47.1K – – –
PSB
1898
Piscataqua Savings Bank
New Hampshire
$47.1K – – –
CPG
1899
Cornerstone Planning Group
New Jersey
$45.5K -$1.92K -3 -4%
Q1WB
1900
Quest 10 Wealth Builders
Virginia
$45.3K +$46K +72 New
74 75
76
77 78