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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
1901
Mowery & Schoenfeld Wealth Management
Illinois
$15.2K -$61.5K -129 -79%
TF
1902
Tompkins Financial
New York
$15.1K -$3.34K -7 -17%
AP
1903
Aspect Partners
Virginia
$15.1K +$954 +2 +6%
SMBT
1904
Southern Michigan Bank & Trust
Michigan
$15.1K +$16.7K +35 New
AW
1905
Avion Wealth
Texas
$15K -$6.2K -13 -26%
EWP
1906
Elevation Wealth Partners
California
$14.3K +$1.43K +3 +10%
FRA
1907
Front Row Advisors
California
$13.8K – – –
OPTFSNA
1908
Old Point Trust & Financial Services N A
Virginia
$13.8K – – –
SFS
1909
Sunrise Financial Services
Washington
$13.8K – – –
NWMP
1910
Noble Wealth Management PBC
Colorado
$13.4K – – –
SGFG
1911
Silver Grove Financial Group
New York
$13K +$14.3K +30 New
KFA
1912
Kelleher Financial Advisors
New York
$12.6K – – –
PWM
1913
Proathlete Wealth Management
Florida
$12.5K – – –
BFS
1914
Bare Financial Services
Pennsylvania
$12.5K +$4.29K +9 +45%
RF
1915
Robinswood Financial
Washington
$12.2K – – –
UFPG
1916
United Financial Planning Group
New York
$11.7K +$7.63K +16 +145%
MFP
1917
Meramec Financial Planners
Missouri
$11.3K -$954 -2 -7%
HHGA
1918
Halbert Hargrove Global Advisors
California
$11.3K – – –
FUBT
1919
First United Bank & Trust
Maryland
$10.8K -$15.7K -33 -57%
NEWAS
1920
N.E.W. Advisory Services
Wisconsin
$10.8K – – –
EWM
1921
Evolution Wealth Management
Florida
$10.8K +$9.54K +20 +400%
W
1922
WealthCollab
Washington
$10.4K +$3.82K +8 +50%
JSAM
1923
J. Safra Asset Management
New York
$10.4K -$5.25K -11 -31%
IAS
1924
IMA Advisory Services
Colorado
$10.4K +$2.38K +5 +26%
SRCM
1925
Signature Resources Capital Management
California
$10.4K +$2.38K +5 +26%
75 76
77
78 79