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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1926
Atlantic Edge Private Wealth Management
Florida
$5.59K
BGAI
1927
Bruce G. Allen Investments
Colorado
$5.59K
VAMG
1928
Voisard Asset Management Group
Michigan
$5.41K +$3.19K +5 +125%
HBW
1929
Hazlett, Burt & Watson
West Virginia
$5K +$3.19K +5 +167%
MWM
1930
Mascoma Wealth Management
New Hampshire
$4.97K
MFG
1931
Mendota Financial Group
Wisconsin
$4.97K +$638 +1 +14%
PS
1932
PayPay Securities
Japan
$4.35K -$638 -1 -13%
FC
1933
Fairscale Capital
New Hampshire
$4.35K
PPWM
1934
PFG Private Wealth Management
Florida
$4.35K
OWP
1935
ORG Wealth Partners
Texas
$4.35K +$4.47K +7 New
PP
1936
PrairieView Partners
Minnesota
$4K
BHWM
1937
Beaird Harris Wealth Management
Texas
$3.73K -$6.38K -10 -63%
JGIA
1938
Jackson Grant Investment Advisers
Connecticut
$3.73K
AWM
1939
Activest Wealth Management
Florida
$3.69K +$3.83K +6 New
TWD
1940
True Wealth Design
Ohio
$3.1K
RAM
1941
Riggs Asset Management
Pennsylvania
$3.1K +$3.19K +5 New
HGERS
1942
Householder Group Estate & Retirement Specialist
Arizona
$3K
RS
1943
Rakuten Securities
Japan
$2.48K -$7.02K -11 -73%
LIM
1944
Longfellow Investment Management
Massachusetts
$2.48K
SWM
1945
Sugarloaf Wealth Management
Georgia
$2.48K
1IA
1946
1620 Investment Advisors
Massachusetts
$2.04K +$1.92K +3 New
EFMH
1947
E Fund Management (HK)
Hong Kong
$2K
PCM
1948
Perritt Capital Management
Illinois
$1.87K
RWM
1949
Ruedi Wealth Management
Illinois
$1.86K -$1.92K -3 -50%
ETS
1950
ESL Trust Services
New York
$1.86K