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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1926
Colonial Trust Advisors
South Carolina
$33.9K +$3.83K +6 +13%
TCM
1927
Tradewinds Capital Management
Washington
$32.1K +$2.56K +4 +9%
AFG
1928
Albion Financial Group
Utah
$31.4K – – –
CSB
1929
City State Bank
Iowa
$31.4K – – –
CFD
1930
Creative Financial Designs
Indiana
$31.4K – – –
TLA
1931
Tanglewood Legacy Advisors
Texas
$31.4K – – –
PWA
1932
Provenance Wealth Advisors
Florida
$28.9K – – –
SMAM
1933
Sugar Maple Asset Management
Wisconsin
$28.9K +$29.4K +46 New
DPW
1934
DiNuzzo Private Wealth
Pennsylvania
$28.3K – – –
HCA
1935
Heck Capital Advisors
Wisconsin
$28.3K +$28.8K +45 New
MIFH
1936
Migdal Insurance & Financial Holdings
Israel
$28K +$28.8K +45 New
TCA
1937
Trifecta Capital Advisors
Illinois
$27.7K -$9.59K -15 -25%
OIA
1938
Optimum Investment Advisors
Illinois
$27.7K – – –
SSG
1939
Summit Securities Group
New York
$27.7K +$28.1K +44 New
NC
1940
NewSquare Capital
Pennsylvania
$27K +$11.5K +18 +72%
VNA
1941
Valley National Advisers
Pennsylvania
$27K -$639 -1 -2%
HDIM
1942
Hanson & Doremus Investment Management
Vermont
$27K – – –
HCM
1943
Hollencrest Capital Management
California
$25.8K – – –
CSC
1944
Caldwell Sutter Capital
California
$25.1K – – –
CWM
1945
Copia Wealth Management
Oregon
$25.1K +$25.6K +40 New
RS
1946
R Squared
Hong Kong
$25.1K +$25.6K +40 New
GIS
1947
Grayhawk Investment Strategies
Alberta, Canada
$22.6K – – –
NCM
1948
Northwest Capital Management
Oregon
$22.6K – – –
SC
1949
Solstein Capital
California
$22.6K – – –
HNW
1950
High Note Wealth
Minnesota
$21.4K +$21.7K +34 New
76 77
78
79 80