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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1901
Core Alternative Capital
Georgia
$11.2K – – –
IWP
1902
IAG Wealth Partners
Wisconsin
$11.2K – – –
NMM
1903
Naples Money Management
Florida
$11.1K – – –
BHWM
1904
Beaird Harris Wealth Management
Texas
$10.6K -$8.06K -13 -45%
AAG
1905
Armstrong Advisory Group
Massachusetts
$10.5K +$9.92K +16 New
TSWM
1906
Tyler-Stone Wealth Management
Ohio
$10.5K – – –
TFM
1907
TFC Financial Management
Massachusetts
$9.86K +$1.86K +3 +25%
RS
1908
Rakuten Securities
Japan
$9.86K -$8.06K -13 -46%
APC
1909
Aspire Private Capital
North Carolina
$9.86K – – –
AFWM
1910
Abich Financial Wealth Management
Virginia
$9.2K +$1.24K +2 +17%
QL
1911
Quarry LP
New York
$9.2K +$8.68K +14 New
WCM
1912
Westend Capital Management
California
$9.11K – – –
FPB
1913
First PREMIER Bank
South Dakota
$9K +$8.06K +13 New
PP
1914
PFS Partners
New Jersey
$8.6K – – –
HWM
1915
HighMark Wealth Management
Minnesota
$8.54K – – –
WIM
1916
Westside Investment Management
California
$8.54K +$4.34K +7 +117%
MIFH
1917
Migdal Insurance & Financial Holdings
Israel
$8K +$7.44K +12 New
KA
1918
Kozak & Associates
Colorado
$7.96K -$6.82K -11 -48%
CWM
1919
Cedar Wealth Management
California
$7.89K -$7.44K -12 -50%
MTIC
1920
Missouri Trust & Investment Company
Missouri
$7.89K – – –
BAM
1921
Byrne Asset Management
New Jersey
$7.82K – – –
NRG
1922
Nemes Rush Group
Michigan
$7.33K – – –
W
1923
WealthCollab
Washington
$7.23K – – –
SN
1924
Sittner & Nelson
Oregon
$7.23K – – –
QT
1925
Quantbot Technologies
New York
$7.23K +$6.82K +11 New
75 76
77
78 79