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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2026
Lee Financial
Texas
– -$312K -474 Closed
VC
2027
Vicus Capital
Pennsylvania
– -$298K -453 Closed
VCP
2028
Verus Capital Partners
Arizona
– -$279K -425 Closed
DPI
2029
Diversified Portfolios Inc
Michigan
– -$266K -404 Closed
TPM
2030
Triasima Portfolio Management
Quebec, Canada
– -$265K -403 Closed
ICP
2031
Ironvine Capital Partners
Nebraska
– -$263K -400 Closed
IA
2032
IFG Advisory
Georgia
– -$259K -394 Closed
USCWA
2033
U.S. Capital Wealth Advisors
Texas
– -$245K -373 Closed
NFSG
2034
Newbridge Financial Services Group
Florida
– -$239K -363 Closed
SWP
2035
Semus Wealth Partners
Florida
– -$233K -355 Closed
GWM
2036
GoalFusion Wealth Management
Texas
– -$231K -351 Closed
VCG
2037
Vantage Consulting Group
Virginia
– -$229K -348 Closed
EA
2038
Echo45 Advisors
California
– -$226K -344 Closed
Members Trust
2039
Members Trust
Florida
– -$225K -342 Closed
WG
2040
Wealth Group
North Carolina
– -$224K -341 Closed
GCM
2041
Gladius Capital Management
Illinois
– -$220K -334 Closed
AAM
2042
Azzad Asset Management
Virginia
– -$218K -332 Closed
OQS
2043
Occudo Quantitative Strategies
Florida
– -$218K -332 Closed
FAM
2044
Formidable Asset Management
Ohio
– -$216K -328 Closed
B
2045
Barings
North Carolina
– -$215K -327 Closed
CWM
2046
Cornerstone Wealth Management
Missouri
– -$212K -323 Closed
MPW
2047
MGO Private Wealth
California
– -$212K -322 Closed
AFP
2048
Ausdal Financial Partners
Iowa
– -$211K -321 Closed
GAM
2049
Gould Asset Management
California
– -$210K -319 Closed
A
2050
AJOVista
Massachusetts
– -$209K -318 Closed
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