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Intuit

INTU

Market cap $98.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2026	BFP 2026 Briaud Financial Planning College Station, Texas	$5K	+$5.11K	+8	New
2027	TWD 2027 True Wealth Design Akron, Ohio	$4.76K	+$1.92K	+3	+60%
2028	FC 2028 Fairscale Capital Nashua, New Hampshire	$4.4K	–	–	–
2029	PS 2029 PayPay Securities Tokyo, Japan	$4.4K	–	–	–
2030	PPWM 2030 PFG Private Wealth Management Lutz, Florida	$4.4K	–	–	–
2031	MAS 2031 MPWM Advisory Solutions Alpharetta, Georgia	$4.4K	+$4.47K	+7	New
2032	PWA 2032 Principia Wealth Advisory Dallas, Texas	$4.4K	+$4.47K	+7	New
2033	HBW 2033 Hazlett, Burt & Watson Wheeling, West Virginia	$4K	-$1.28K	-2	-25%
2034	BHWM 2034 Beaird Harris Wealth Management Dallas, Texas	$3.77K	–	–	–
2035	JGIA 2035 Jackson Grant Investment Advisers Stamford, Connecticut	$3.77K	–	–	–
2036	WWA 2036 Wingate Wealth Advisors Lexington, Massachusetts	$3.77K	+$3.83K	+6	New
2037	WW 2037 Winnow Wealth Waco, Texas	$3.52K	+$3.83K	+6	New
2038	API 2038 Asset Planning Inc Cypress, California	$3.14K	+$3.19K	+5	New
2039	CWM 2039 Crowley Wealth Management Wilmington, Delaware	$3.14K	+$3.19K	+5	New
2040	DRP 2040 Decker Retirement Planning Levi, Utah	$3.14K	+$3.19K	+5	New
2041	CI 2041 Clal Insurance Tel-Aviv, Israel	$3K	+$2.56K	+4	New
2042	FWM 2042 FLP Wealth Management Bentonville, Arkansas	$2.59K	+$2.56K	+4	New
2043	LIM 2043 Longfellow Investment Management Boston, Massachusetts	$2.51K	–	–	–
2044	SWM 2044 Sugarloaf Wealth Management Duluth, Georgia	$2.51K	–	–	–
2045	AAG 2045 Armstrong Advisory Group Needham, Massachusetts	$2.51K	+$2.56K	+4	New
2046	1IA 2046 1620 Investment Advisors Plymouth, Massachusetts	$2.06K	–	–	–
2047	PCM 2047 Perritt Capital Management Chicago, Illinois	$1.9K	–	–	–
2048	RAM 2048 Riggs Asset Management Dallas, Pennsylvania	$1.89K	-$1.28K	-2	-40%
2049	ETS 2049 ESL Trust Services Rochester, New York	$1.89K	–	–	–
2050	RWM 2050 Ruedi Wealth Management Champaign, Illinois	$1.89K	–	–	–

Intuit INTU Market cap $98.1B

Intuit

INTU

Market cap $98.1B