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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
2126
N.E.W. Advisory Services
Wisconsin
$19.7K – – –
IMC
2127
Investment Management Corporation
Virginia
$19.5K – – –
FPF
2128
First Pacific Financial
Washington
$18.2K – – –
WCM
2129
WealthTrak Capital Management
Virginia
$18.1K +$3.38K +5 +28%
PSFG
2130
Park Square Financial Group
Georgia
$18.1K – – –
GC
2131
GFG Capital
Florida
$18.1K +$15.6K +23 New
AF
2132
Aviso Financial
Ontario, Canada
$16.5K – – –
DRP
2133
Decker Retirement Planning
Utah
$16.5K +$14.2K +21 New
OIA
2134
Optimum Investment Advisors
Illinois
$15.8K -$16.2K -24 -55%
MIM
2135
MTM Investment Management
South Carolina
$15.8K +$13.5K +20 New
NRG
2136
Nemes Rush Group
Michigan
$15.1K -$5.41K -8 -30%
FFA
2137
Frazier Financial Advisors
Ohio
$15K – – –
ATC
2138
Adirondack Trust Company
New York
$15K – – –
EWM
2139
Evolution Wealth Management
Florida
$14.8K +$12.9K +19 New
ACA
2140
Atlas Capital Advisors
Wyoming
$14.2K – – –
MTIC
2141
Missouri Trust & Investment Company
Missouri
$14.2K +$1.35K +2 +13%
MPW
2142
MASECO Private Wealth
$13.4K +$11.5K +17 New
IWP
2143
IAG Wealth Partners
Wisconsin
$13.4K – – –
CI
2144
Clal Insurance
Israel
$13K – – –
VFM
2145
Vision Financial Markets
Connecticut
$12.8K +$677 +1 +6%
W
2146
WealthCollab
Washington
$12.6K +$3.38K +5 +45%
RAM
2147
Riggs Asset Management
Pennsylvania
$11.8K +$5.41K +8 +114%
BFS
2148
Bare Financial Services
Pennsylvania
$11.8K +$8.12K +12 +400%
MCA
2149
Maryland Capital Advisors
Maryland
$11K +$9.47K +14 New
WTFG
2150
Wood Tarver Financial Group
Idaho
$11K – – –
84 85
86
87 88