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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2051
Chesapeake Wealth Management
Virginia
– -$209K -318 Closed
D
2052
Diversified
Delaware
– -$209K -318 Closed
PWA
2053
Physician Wealth Advisors
Utah
– -$212K -318 Closed
MSFS
2054
Main Street Financial Solutions
Pennsylvania
– -$205K -312 Closed
RS
2055
Retirement Solution
Washington
– -$205K -312 Closed
FBB
2056
Fulton Breakefield Broenniman
Maryland
– -$204K -311 Closed
EDRIA
2057
Edmonds Duncan Registered Investment Advisors
Kansas
– -$204K -310 Closed
VDI
2058
Vaughan David Investments
Illinois
– -$202K -308 Closed
CWAG
2059
Compton Wealth Advisory Group
Virginia
– -$202K -307 Closed
OCM
2060
One Capital Management
California
– -$202K -307 Closed
CP
2061
Canopy Partners
Ohio
– -$201K -306 Closed
MCCA
2062
Mill Creek Capital Advisors
Pennsylvania
– -$201K -306 Closed
AF
2063
Apexium Financial
Texas
– -$200K -305 Closed
PHIC
2064
Pine Haven Investment Counsel
Massachusetts
– -$200K -305 Closed
EC
2065
EntryPoint Capital
New York
– -$162K -247 Closed
MS
2066
Mizuho Securities
Japan
– -$145K -220 Closed
SP
2067
SWS Partners
Ohio
– -$66.7K -101 Closed
CP
2068
Camelot Portfolios
Ohio
– -$42.7K -65 Closed
SWC
2069
Spectrum Wealth Counsel
Indiana
– -$42.7K -65 Closed
VAG
2070
VisionPoint Advisory Group
Texas
– -$29.6K -45 Closed
CC
2071
Cultivar Capital
Texas
– -$26.3K -40 Closed
FW
2072
Fairway Wealth
Ohio
– -$26.3K -40 Closed
LFA
2073
LGT Financial Advisors
Texas
– -$25K -38 Closed
SSG
2074
Summit Securities Group
New York
– -$24K -37 Closed
RFG
2075
RFP Financial Group
Georgia
– -$18.4K -28 Closed
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