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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CLIP
2201
Colter Lewis Investment Partners
Connecticut
– -$343K -518 Closed
WWM
2202
Westwood Wealth Management
California
– -$343K -518 Closed
MAM
2203
McLean Asset Management
Virginia
– -$292K -515 Closed
MWA
2204
MN Wealth Advisors
Kansas
– -$340K -513 Closed
NP
2205
Nilsine Partners
Colorado
– -$340K -513 Closed
SFP
2206
Shepherd Financial Partners
Massachusetts
– -$329K -496 Closed
SB
2207
Strategic Blueprint
Georgia
– -$326K -492 Closed
FA
2208
Faithward Advisors
Pennsylvania
– -$325K -491 Closed
PPWM
2209
Paragon Private Wealth Management
Kentucky
– -$324K -489 Closed
TCM
2210
Tufton Capital Management
Maryland
– -$320K -484 Closed
CICC
2211
Capital Investment Counsel (Colorado)
Colorado
– -$320K -483 Closed
NL
2212
NWAM LLC
Washington
– -$278K -481 Closed
TWA
2213
TCI Wealth Advisors
Arizona
– -$318K -480 Closed
IWP
2214
Invenio Wealth Partners
Florida
– -$317K -479 Closed
EV
2215
EJMK Ventures
Illinois
– -$315K -476 Closed
BTWM
2216
Baker Tilly Wealth Management
Wisconsin
– -$313K -473 Closed
CP
2217
Cornerstone Planning
North Carolina
– -$310K -468 Closed
MIP
2218
Marietta Investment Partners
Wisconsin
– -$309K -467 Closed
VAG
2219
VisionPoint Advisory Group
Texas
– -$309K -467 Closed
GCP
2220
Guardian Capital (Pennsylvania)
Pennsylvania
– -$309K -466 Closed
SPW
2221
Signet Private Wealth
Illinois
– -$307K -464 Closed
ICP
2222
Impact Capital Partners
Colorado
– -$307K -463 Closed
KPWG
2223
KFA Private Wealth Group
Virginia
– -$306K -463 Closed
GCM
2224
Gallacher Capital Management
Colorado
– -$306K -462 Closed
KFS
2225
Kurt F. Somerville
– -$305K -460 Closed
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