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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
2126
First Pacific Financial
Washington
$18.2K – – –
WCM
2127
WealthTrak Capital Management
Virginia
$18.1K +$3.38K +5 +28%
PSFG
2128
Park Square Financial Group
Georgia
$18.1K – – –
GC
2129
GFG Capital
Florida
$18.1K +$15.6K +23 New
AF
2130
Aviso Financial
Ontario, Canada
$16.5K – – –
DRP
2131
Decker Retirement Planning
Utah
$16.5K +$14.2K +21 New
OIA
2132
Optimum Investment Advisors
Illinois
$15.8K -$16.2K -24 -55%
MIM
2133
MTM Investment Management
South Carolina
$15.8K +$13.5K +20 New
NRG
2134
Nemes Rush Group
Michigan
$15.1K -$5.41K -8 -30%
FFA
2135
Frazier Financial Advisors
Ohio
$15K – – –
ATC
2136
Adirondack Trust Company
New York
$15K – – –
EWM
2137
Evolution Wealth Management
Florida
$14.8K +$12.9K +19 New
ACA
2138
Atlas Capital Advisors
Wyoming
$14.2K – – –
MTIC
2139
Missouri Trust & Investment Company
Missouri
$14.2K +$1.35K +2 +13%
MPW
2140
MASECO Private Wealth
$13.4K +$11.5K +17 New
IWP
2141
IAG Wealth Partners
Wisconsin
$13.4K – – –
CI
2142
Clal Insurance
Israel
$13K – – –
VFM
2143
Vision Financial Markets
Connecticut
$12.8K +$677 +1 +6%
W
2144
WealthCollab
Washington
$12.6K +$3.38K +5 +45%
RAM
2145
Riggs Asset Management
Pennsylvania
$11.8K +$5.41K +8 +114%
BFS
2146
Bare Financial Services
Pennsylvania
$11.8K +$8.12K +12 +400%
MCA
2147
Maryland Capital Advisors
Maryland
$11K +$9.47K +14 New
WTFG
2148
Wood Tarver Financial Group
Idaho
$11K – – –
PP
2149
PFS Partners
New Jersey
$10.4K – – –
TFM
2150
TFC Financial Management
Massachusetts
$10.2K +$677 +1 +8%
84 85
86
87 88