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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1926
Castleview Partners
Texas
$6.57K -$26.1K -42 -81%
BCH
1927
Berkshire Capital Holdings
California
$6.57K – – –
ECM
1928
Everence Capital Management
Indiana
$5.94K – – –
BGAI
1929
Bruce G. Allen Investments
Colorado
$5.92K -$3.72K -6 -40%
AEPWM
1930
Atlantic Edge Private Wealth Management
Florida
$5.92K – – –
WIA
1931
Wetzel Investment Advisors
Indiana
$5.85K -$31K -50 -85%
BCPWM
1932
Bradley & Co Private Wealth Management
Florida
$5.26K – – –
MWM
1933
Mascoma Wealth Management
New Hampshire
$5.26K – – –
PS
1934
PayPay Securities
Japan
$5.26K – – –
PP
1935
PrairieView Partners
Minnesota
$5K – – –
FC
1936
Fairscale Capital
New Hampshire
$4.66K +$4.34K +7 New
MFG
1937
Mendota Financial Group
Wisconsin
$4.6K -$71.3K -115 -94%
PPWM
1938
PFG Private Wealth Management
Florida
$4.6K – – –
TFGT
1939
TS Financial Group (TSFG)
Illinois
$4K – – –
JGIA
1940
Jackson Grant Investment Advisers
Connecticut
$3.94K – – –
RWM
1941
Ruedi Wealth Management
Illinois
$3.94K +$3.72K +6 New
TWD
1942
True Wealth Design
Ohio
$3.29K – – –
VF
1943
VitalStone Financial
Texas
$3.29K +$3.1K +5 New
HGERS
1944
Householder Group Estate & Retirement Specialist
Arizona
$3K +$1.86K +3 +100%
EFMH
1945
E Fund Management (HK)
Hong Kong
$3K +$2.48K +4 New
LIM
1946
Longfellow Investment Management
Massachusetts
$2.63K – – –
SWM
1947
Sugarloaf Wealth Management
Georgia
$2.63K – – –
VAMG
1948
Voisard Asset Management Group
Michigan
$2.44K – – –
HBW
1949
Hazlett, Burt & Watson
West Virginia
$2K – – –
PCM
1950
Perritt Capital Management
Illinois
$1.98K – – –
76 77
78
79 80