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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2201
Clal Insurance
Israel
$9K -$1.32K -2 -13%
PP
2202
PFS Partners
New Jersey
$8.75K – – –
BW
2203
Basepoint Wealth
Iowa
$8.64K +$8.59K +13 New
BHWM
2204
Beaird Harris Wealth Management
Texas
$8.61K -$1.32K -2 -13%
TFM
2205
TFC Financial Management
Massachusetts
$8.61K – – –
LAMC
2206
Longview Asset Management (California)
California
$8.61K +$8.59K +13 New
MCP
2207
Miller Capital Partners
Michigan
$8.61K +$8.59K +13 New
CWM
2208
Cedar Wealth Management
California
$7.95K – – –
MWM
2209
Mascoma Wealth Management
New Hampshire
$7.95K +$2.64K +4 +50%
OC
2210
Optima Capital
Oregon
$7.95K +$7.93K +12 New
BL
2211
BFSG LLC
California
$7.29K – – –
NL
2212
NorthAvenue LLC
Ohio
$7.29K +$7.27K +11 New
UFPG
2213
United Financial Planning Group
New York
$7.29K +$7.27K +11 New
IIM
2214
IFC & Insurance Marketing
California
$7K +$7.27K +11 New
MPW
2215
MASECO Private Wealth
$6.64K +$6.61K +10 New
JFA
2216
JNBA Financial Advisors
Minnesota
$6.63K – – –
KTC
2217
Kentucky Trust Company
Kentucky
$6.62K -$13.2K -20 -67%
MTIC
2218
Missouri Trust & Investment Company
Missouri
$6.62K -$5.29K -8 -44%
BC
2219
Barrett & Company
Rhode Island
$6.62K – – –
EPIME
2220
Evelyn Partners Investment Management (Europe)
$6.62K – – –
GA
2221
GoalVest Advisory
New York
$6.62K – – –
MDA
2222
Minot DeBlois Advisors
Massachusetts
$6.62K – – –
VEA
2223
Virtus ETF Advisers
New York
$6.62K – – –
TPBG
2224
Turning Point Benefit Group
Maryland
$6.62K +$5.29K +8 +400%
BOJHT
2225
Bank of Jackson Hole Trust
Wyoming
$6.62K +$6.61K +10 New
87 88
89
90 91