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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
W
1926
WealthCollab
Washington
$10.4K +$3.82K +8 +50%
JSAM
1927
J. Safra Asset Management
New York
$10.4K -$5.25K -11 -31%
IAS
1928
IMA Advisory Services
Colorado
$10.4K +$2.38K +5 +26%
SRCM
1929
Signature Resources Capital Management
California
$10.4K +$2.38K +5 +26%
KA
1930
Kozak & Associates
Colorado
$10K – – –
VERPA
1931
Virginia Estate & Retirement Planning Advisors
Virginia
$9.95K +$11K +23 New
MNA
1932
Manning & Napier Advisors
New York
$9.87K – – –
AP
1933
Atwood & Palmer
Missouri
$9.51K -$21.5K -45 -67%
TCA
1934
Trifecta Capital Advisors
Illinois
$9.51K – – –
WFA
1935
Wedbush Fund Advisers
California
$9.51K +$10.5K +22 New
CFM
1936
Cornerstone Financial Management
Massachusetts
$8.65K -$3.82K -8 -29%
BONH
1937
Bank of New Hampshire
New Hampshire
$8.65K – – –
PWA
1938
Principia Wealth Advisory
Texas
$8.21K +$1.43K +3 +19%
ATC
1939
Adirondack Trust Company
New York
$8.21K – – –
AS
1940
Altshuler Shaham
Israel
$7.78K -$1.91K -4 -18%
MPW
1941
MASECO Private Wealth
$7.36K +$3.34K +7 +70%
IWP
1942
IAG Wealth Partners
Wisconsin
$7.35K – – –
UFF
1943
USA Financial Formulas
Michigan
$7.35K – – –
NRG
1944
Nemes Rush Group
Michigan
$7.04K -$5.25K -11 -41%
VFM
1945
Vision Financial Markets
Connecticut
$7.02K – – –
HIA
1946
HFM Investment Advisors
New Jersey
$6.49K -$3.34K -7 -32%
AIS
1947
Advocate Investing Services
Maryland
$6.49K – – –
HCM
1948
Hollencrest Capital Management
California
$6.49K – – –
PP
1949
Pacifica Partners
Canada
$6.49K – – –
EWM
1950
Evermay Wealth Management
Virginia
$6.49K +$6.2K +13 +650%
76 77
78
79 80