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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2351
Arista Wealth Management
Nevada
– -$305K -446 Closed
CP
2352
CenterBook Partners
Connecticut
– -$304K -445 Closed
BWP
2353
Balboa Wealth Partners
Arizona
– -$303K -444 Closed
AWA
2354
Arete Wealth Advisors
Illinois
– -$302K -443 Closed
WWM
2355
Whalen Wealth Management
Nevada
– -$295K -432 Closed
Financial Engines Advisors
2356
Financial Engines Advisors
California
– -$278K -407 Closed
ST
2357
Sageworth Trust
Pennsylvania
– -$275K -403 Closed
IIM
2358
Intact Investment Management
Quebec, Canada
– -$273K -400 Closed
CT
2359
ClearAlpha Technologies
Connecticut
– -$272K -399 Closed
CFAM
2360
Center For Asset Management
Florida
– -$268K -392 Closed
MP
2361
McDonald Partners
Ohio
– -$264K -386 Closed
FWI
2362
Facet Wealth Inc
Maryland
– -$262K -384 Closed
MM
2363
MQS Management
New York
– -$257K -376 Closed
FCFC
2364
First Citizens Financial Corp
Iowa
– -$254K -372 Closed
BAM
2365
Berkshire Asset Management
Pennsylvania
– -$251K -368 Closed
CRWM
2366
Castle Rock Wealth Management
California
– -$248K -367 Closed
SGFG
2367
Silver Grove Financial Group
New York
– -$243K -355 Closed
FCG
2368
Fielder Capital Group
Tennessee
– -$242K -354 Closed
NWM
2369
Northwest Wealth Management
Iowa
– -$240K -351 Closed
BF
2370
Brooklyn FI
New York
– -$239K -350 Closed
WP
2371
WealthPLAN Partners
Nebraska
– -$239K -350 Closed
NC
2372
NovaPoint Capital
Georgia
– -$235K -344 Closed
PWP
2373
Phillips Wealth Planners
Mississippi
– -$227K -339 Closed
LA
2374
Latitude Advisors
Florida
– -$230K -337 Closed
BFIM
2375
Beese Fulmer Investment Management
Ohio
– -$228K -334 Closed
93 94
95
96 97