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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1926
Bank of Marin
California
– -$421K -974 Closed
AAS
1927
Ameritas Advisory Services
Nebraska
– -$417K -964 Closed
GSEP
1928
Golden State Equity Partners
California
– -$416K -962 Closed
1CP
1929
17 Capital Partners
Arizona
– -$412K -952 Closed
FFA
1930
Founders Financial Alliance
North Carolina
– -$405K -937 Closed
4WM
1931
49 Wealth Management
Texas
– -$400K -925 Closed
RCAG
1932
Rehmann Capital Advisory Group
Michigan
– -$398K -921 Closed
VAM
1933
Verity Asset Management
North Carolina
– -$390K -903 Closed
OIS
1934
Okabena Investment Services
Minnesota
– -$389K -900 Closed
FMLI
1935
Fukoku Mutual Life Insurance
Japan
– -$387K -896 Closed
CPA
1936
Capital Performance Advisors
California
– -$380K -879 Closed
AHL
1937
Abel Hall LLC
Louisiana
– -$379K -876 Closed
FSA
1938
Fort Sheridan Advisors
Illinois
– -$374K -865 Closed
PFM
1939
Patton Fund Management
Texas
– -$372K -861 Closed
AGWCA
1940
Annis Gardner Whiting Capital Advisors
Florida
– -$370K -855 Closed
BOC
1941
Bull Oak Capital
California
– -$370K -855 Closed
CAG
1942
Csenge Advisory Group
Florida
– -$369K -854 Closed
BWS
1943
Broadway Wealth Solutions
Texas
– -$369K -853 Closed
RIG
1944
Ramiah Investment Group
Wisconsin
– -$368K -852 Closed
FFA
1945
Fortune Financial Advisors
Kansas
– -$366K -848 Closed
PWMAG
1946
Pinnacle Wealth Management Advisory Group
New Jersey
– -$363K -839 Closed
VC
1947
Veery Capital
Delaware
– -$358K -829 Closed
TWP
1948
Tyche Wealth Partners
Texas
– -$354K -820 Closed
LA
1949
LVW Advisors
New York
– -$349K -808 Closed
WA
1950
Wealth Architects
California
– -$340K -787 Closed
76 77
78
79 80