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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1901
Reston Wealth Management
Virginia
$11.2K +$11.5K +18 New
ACA
1902
Atlas Capital Advisors
Wyoming
$11.2K -$95.7K -150 -89%
SWA
1903
SOA Wealth Advisors
New York
$10.6K
CAC
1904
Core Alternative Capital
Georgia
$10.6K
IWP
1905
IAG Wealth Partners
Wisconsin
$10.6K
NMM
1906
Naples Money Management
Florida
$10.6K
APC
1907
Aspire Private Capital
North Carolina
$9.31K
TFM
1908
TFC Financial Management
Massachusetts
$9.31K
AIC
1909
Archer Investment Corporation
Indiana
$9.01K -$1.92K -3 -17%
TPW
1910
Talon Private Wealth
Florida
$8.69K +$8.94K +14 New
WIM
1911
Westside Investment Management
California
$8.29K
PP
1912
PFS Partners
New Jersey
$8.13K
FPB
1913
First PREMIER Bank
South Dakota
$8K
CWM
1914
Cedar Wealth Management
California
$7.45K
MTIC
1915
Missouri Trust & Investment Company
Missouri
$7.45K
KA
1916
Kozak & Associates
Colorado
$7.37K
NRG
1917
Nemes Rush Group
Michigan
$7.25K
HWM
1918
HighMark Wealth Management
Minnesota
$6.83K -$1.28K -2 -15%
SN
1919
Sittner & Nelson
Oregon
$6.83K
W
1920
WealthCollab
Washington
$6.83K
ME
1921
McIlrath & Eck
Washington
$6.83K +$5.11K +8 +267%
BC
1922
Barrett & Company
Rhode Island
$6.21K -$35.1K -55 -85%
BCH
1923
Berkshire Capital Holdings
California
$6.21K
JFA
1924
JNBA Financial Advisors
Minnesota
$6.21K
TCM
1925
TD Capital Management
Tennessee
$5.6K +$5.75K +9 New