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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AHL
1951
Abel Hall LLC
Louisiana
– -$379K -876 Closed
FSA
1952
Fort Sheridan Advisors
Illinois
– -$374K -865 Closed
PFM
1953
Patton Fund Management
Texas
– -$372K -861 Closed
AGWCA
1954
Annis Gardner Whiting Capital Advisors
Florida
– -$370K -855 Closed
BOC
1955
Bull Oak Capital
California
– -$370K -855 Closed
CAG
1956
Csenge Advisory Group
Florida
– -$369K -854 Closed
BWS
1957
Broadway Wealth Solutions
Texas
– -$369K -853 Closed
RIG
1958
Ramiah Investment Group
Wisconsin
– -$368K -852 Closed
FFA
1959
Fortune Financial Advisors
Kansas
– -$366K -848 Closed
PWMAG
1960
Pinnacle Wealth Management Advisory Group
New Jersey
– -$363K -839 Closed
VC
1961
Veery Capital
Delaware
– -$358K -829 Closed
TWP
1962
Tyche Wealth Partners
Texas
– -$354K -820 Closed
LA
1963
LVW Advisors
New York
– -$349K -808 Closed
WA
1964
Wealth Architects
California
– -$340K -787 Closed
OIS
1965
OneAscent Investment Solutions
Alabama
– -$337K -780 Closed
PA
1966
Planning Alternatives
Michigan
– -$334K -772 Closed
AWM
1967
Ariadne Wealth Management
California
– -$331K -765 Closed
AIA
1968
Accelerate Investment Advisors
California
– -$329K -761 Closed
KFP
1969
KMG Fiduciary Partners
Ohio
– -$327K -757 Closed
BWP
1970
Bernardo Wealth Planning
Pennsylvania
– -$327K -756 Closed
PL
1971
Plancorp LLC
Missouri
– -$265K -755 Closed
AF
1972
Arrow Financial
New York
– -$324K -750 Closed
SL
1973
SFM LLC
New Hampshire
– -$323K -748 Closed
TNA
1974
True North Advisors
Texas
– -$323K -748 Closed
NAMNJ
1975
NorthStar Asset Management (New Jersey)
New Jersey
– -$323K -747 Closed
77 78
79
80 81