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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
1901
Hilltop National Bank
Wyoming
$17.7K -$16.7K -35 -46%
FC
1902
Fairscale Capital
New Hampshire
$17.7K – – –
IWS
1903
Intentional Wealth Strategies
Colorado
$17.7K +$19.6K +41 New
VWA
1904
Valued Wealth Advisors
Utah
$16K +$3.82K +8 +28%
MSWM
1905
Mowery & Schoenfeld Wealth Management
Illinois
$15.2K -$61.5K -129 -79%
TF
1906
Tompkins Financial
New York
$15.1K -$3.34K -7 -17%
AP
1907
Aspect Partners
Virginia
$15.1K +$954 +2 +6%
SMBT
1908
Southern Michigan Bank & Trust
Michigan
$15.1K +$16.7K +35 New
AW
1909
Avion Wealth
Texas
$15K -$6.2K -13 -26%
EWP
1910
Elevation Wealth Partners
California
$14.3K +$1.43K +3 +10%
FRA
1911
Front Row Advisors
California
$13.8K – – –
OPTFSNA
1912
Old Point Trust & Financial Services N A
Virginia
$13.8K – – –
SFS
1913
Sunrise Financial Services
Washington
$13.8K – – –
NWMP
1914
Noble Wealth Management PBC
Colorado
$13.4K – – –
SGFG
1915
Silver Grove Financial Group
New York
$13K +$14.3K +30 New
KFA
1916
Kelleher Financial Advisors
New York
$12.6K – – –
PWM
1917
Proathlete Wealth Management
Florida
$12.5K – – –
BFS
1918
Bare Financial Services
Pennsylvania
$12.5K +$4.29K +9 +45%
RF
1919
Robinswood Financial
Washington
$12.2K – – –
UFPG
1920
United Financial Planning Group
New York
$11.7K +$7.63K +16 +145%
MFP
1921
Meramec Financial Planners
Missouri
$11.3K -$954 -2 -7%
HHGA
1922
Halbert Hargrove Global Advisors
California
$11.3K – – –
FUBT
1923
First United Bank & Trust
Maryland
$10.8K -$15.7K -33 -57%
NEWAS
1924
N.E.W. Advisory Services
Wisconsin
$10.8K – – –
EWM
1925
Evolution Wealth Management
Florida
$10.8K +$9.54K +20 +400%
75 76
77
78 79