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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
2076
AmeriFlex Group
Nevada
$57.1K -$79.3K -120 -58%
PAG
2077
Paladin Advisory Group
Iowa
$57K – – –
MIFH
2078
Migdal Insurance & Financial Holdings
Israel
$56K +$55.5K +84 New
S
2079
Sachetta
Massachusetts
$55K +$3.3K +5 +6%
KFI
2080
Key Financial Inc
Pennsylvania
$54.3K -$1.98K -3 -4%
AEPWM
2081
Atlantic Edge Private Wealth Management
Florida
$53.7K – – –
DF
2082
Dunhill Financial
United Kingdom
$53K +$43K +65 +87%
POIA
2083
Pin Oak Investment Advisors
Texas
$53K +$46.9K +71 +148%
CFD
2084
Creative Financial Designs
Indiana
$53K +$9.91K +15 +23%
BGAI
2085
Bruce G. Allen Investments
Colorado
$53K +$46.9K +71 +789%
BFS
2086
Beacon Financial Strategies
North Carolina
$51.7K +$51.5K +78 New
WIM
2087
Westside Investment Management
California
$51.1K +$2.64K +4 +5%
BGA
2088
Battery Global Advisors
Massachusetts
$50.8K -$26.2M -39,579 -97%
HNB
2089
Hilltop National Bank
Wyoming
$50.3K -$8.59K -13 -15%
KB
2090
Kimelman & Baird
New York
$49.7K – – –
RCM
2091
Raleigh Capital Management
North Carolina
$49.6K -$1.98K -3 -4%
RWM
2092
Rialto Wealth Management
New York
$48.4K +$1.32K +2 +3%
LWANC
2093
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.4K +$48.2K +73 New
QWM
2094
Quaker Wealth Management
New Jersey
$47.7K +$5.95K +9 +14%
KPP
2095
Kings Path Partners
Texas
$47.7K – – –
DF
2096
DecisionPoint Financial
Arizona
$47K – – –
DWM
2097
Dogwood Wealth Management
Kansas
$47K +$35K +53 +294%
VIS
2098
Vega Investment Solutions
France
$45.7K +$45.6K +69 New
GWM
2099
Greenline Wealth Management
Florida
$45.3K +$44.9K +68 New
WB
2100
Webster Bank
Connecticut
$45K +$9.25K +14 +26%
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84
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