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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FG
2026
Fairman Group
Pennsylvania
– -$100K -160 Closed
AIMA
2027
Ables Iannone Moore & Associates
Georgia
– -$81.3K -130 Closed
BWM
2028
BKM Wealth Management
Wisconsin
– -$71.3K -114 Closed
AP
2029
Arlington Partners
Alabama
– -$68.8K -110 Closed
ODG
2030
O'Dell Group
Ohio
– -$50K -80 Closed
TWM
2031
Tradition Wealth Management
Minnesota
– -$46K -74 Closed
LF
2032
Lee Financial
Texas
– -$30.6K -49 Closed
BCM
2033
Bourgeon Capital Management
Connecticut
– -$21.3K -34 Closed
AS
2034
Altshuler Shaham
Israel
– -$20K -32 Closed
AWM
2035
Able Wealth Management
New Jersey
– -$17.2K -27 Closed
CG
2036
Cutler Group
California
– -$16K -27 Closed
LIWM
2037
Long Island Wealth Management
New York
– -$16K -25 Closed
NFA
2038
Northwest Financial Advisors
Virginia
– -$15.6K -25 Closed
BG
2039
Bollard Group
Massachusetts
– -$15K -23 Closed
SSG
2040
Summit Securities Group
New York
– -$14K -22 Closed
CIR
2041
Clear Investment Research
Georgia
– -$8.75K -14 Closed
POIA
2042
Pin Oak Investment Advisors
Texas
– -$9K -14 Closed
LTI
2043
Laffer Tengler Investments
Tennessee
– -$8.13K -13 Closed
QL
2044
Quarry LP
New York
– -$8.13K -13 Closed
FCMT
2045
Founders Capital Management (Texas)
Texas
– -$5.63K -9 Closed
CW
2046
Cooksen Wealth
Texas
– -$5K -8 Closed
CSC
2047
Caldwell Sutter Capital
California
– -$4.38K -7 Closed
CTB
2048
Country Trust Bank
Illinois
– -$4.38K -7 Closed
PA
2049
Pineridge Advisors
Missouri
– -$4.38K -7 Closed
WCM
2050
Winthrop Capital Management
Indiana
– -$4.54K -7 Closed
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