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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2076
Hughes Financial Services
Virginia
$58.9K – – –
AWM
2077
Activest Wealth Management
Florida
$57.6K +$13.2K +20 +30%
AG
2078
AmeriFlex Group
Nevada
$57.1K -$79.3K -120 -58%
PAG
2079
Paladin Advisory Group
Iowa
$57K – – –
MIFH
2080
Migdal Insurance & Financial Holdings
Israel
$56K +$55.5K +84 New
S
2081
Sachetta
Massachusetts
$55K +$3.3K +5 +6%
KFI
2082
Key Financial Inc
Pennsylvania
$54.3K -$1.98K -3 -4%
AEPWM
2083
Atlantic Edge Private Wealth Management
Florida
$53.7K – – –
DF
2084
Dunhill Financial
United Kingdom
$53K +$43K +65 +87%
POIA
2085
Pin Oak Investment Advisors
Texas
$53K +$46.9K +71 +148%
CFD
2086
Creative Financial Designs
Indiana
$53K +$9.91K +15 +23%
BGAI
2087
Bruce G. Allen Investments
Colorado
$53K +$46.9K +71 +789%
BFS
2088
Beacon Financial Strategies
North Carolina
$51.7K +$51.5K +78 New
WIM
2089
Westside Investment Management
California
$51.1K +$2.64K +4 +5%
BGA
2090
Battery Global Advisors
Massachusetts
$50.8K -$26.2M -39,579 -97%
HNB
2091
Hilltop National Bank
Wyoming
$50.3K -$8.59K -13 -15%
KB
2092
Kimelman & Baird
New York
$49.7K – – –
RCM
2093
Raleigh Capital Management
North Carolina
$49.6K -$1.98K -3 -4%
RWM
2094
Rialto Wealth Management
New York
$48.4K +$1.32K +2 +3%
LWANC
2095
Laurel Wealth Advisors (North Carolina)
North Carolina
$48.4K +$48.2K +73 New
QWM
2096
Quaker Wealth Management
New Jersey
$47.7K +$5.95K +9 +14%
KPP
2097
Kings Path Partners
Texas
$47.7K – – –
DF
2098
DecisionPoint Financial
Arizona
$47K – – –
DWM
2099
Dogwood Wealth Management
Kansas
$47K +$35K +53 +294%
VIS
2100
Vega Investment Solutions
France
$45.7K +$45.6K +69 New
82 83
84
85 86