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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1926
Horizon Bancorp
Indiana
$18K -$21K -35 -54%
AP
1927
Aspect Partners
Virginia
$17.8K – – –
RI
1928
Ridgewood Investments
New Jersey
$17.8K +$17.4K +29 New
BDPWM
1929
Barnes Dennig Private Wealth Management
Ohio
$17.2K +$16.8K +28 New
RF
1930
Robinswood Financial
Washington
$17.2K +$16.8K +28 New
HDIM
1931
Hanson & Doremus Investment Management
Vermont
$17K -$9.61K -16 -37%
KWM
1932
Kiker Wealth Management
Georgia
$16.9K +$16.8K +28 New
NRG
1933
Nemes Rush Group
Michigan
$16.7K – – –
VWA
1934
Valued Wealth Advisors
Utah
$16.6K – – –
LAMC
1935
Longview Asset Management (California)
California
$16.6K – – –
RWM
1936
Raffa Wealth Management
District of Columbia
$16K – – –
NEWAS
1937
N.E.W. Advisory Services
Wisconsin
$15.3K +$15K +25 New
IMC
1938
Investment Management Corporation
Virginia
$15.2K – – –
FPF
1939
First Pacific Financial
Washington
$14.2K +$1.2K +2 +10%
PSFG
1940
Park Square Financial Group
Georgia
$14.1K +$12K +20 +667%
FW
1941
Fairway Wealth
Ohio
$13.5K – – –
SFGP
1942
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.5K +$1.2K +2 +10%
T
1943
Transce3nd
Texas
$12.9K -$1.2K -2 -9%
AF
1944
Aviso Financial
Ontario, Canada
$12.9K -$21.6K -36 -63%
FFA
1945
Frazier Financial Advisors
Ohio
$11.7K – – –
ATC
1946
Adirondack Trust Company
New York
$11.7K – – –
CVM
1947
Cheviot Value Management
California
$11.4K +$10.8K +18 New
WCM
1948
WealthTrak Capital Management
Virginia
$11.1K +$4.8K +8 +80%
ACA
1949
Atlas Capital Advisors
Wyoming
$11.1K – – –
IWP
1950
IAG Wealth Partners
Wisconsin
$10.4K – – –
76 77
78
79 80