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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
776
Prudential plc
United Kingdom
$312K -$230K -848 -38%
SYBT
777
Stock Yards Bank & Trust
Kentucky
$311K -$162K -600 -31%
AA
778
Ancora Advisors
Ohio
$309K +$47.9K +177 +15%
LOAMS
779
Lombard Odier Asset Management (Switzerland)
Switzerland
$309K +$52.5K +194 +17%
RWA
780
Ropes Wealth Advisors
Massachusetts
$308K -$9.21K -34 -2%
AAS
781
Avantax Advisory Services
Texas
$307K +$360K +1,331 New
TIA
782
Tiemann Investment Advisors
California
$304K +$6.77K +25 +2%
TCBWMS
783
Texas Capital Bank Wealth Management Services
Texas
$304K +$8.12K +30 +2%
VAS
784
Vestmark Advisory Solutions
Massachusetts
$304K +$358K +1,321 New
JWA
785
JFS Wealth Advisors
Pennsylvania
$302K – – –
NFG
786
Next Financial Group
Texas
$300K -$4.33K -16 -1%
EW
787
Evoke Wealth
California
$296K -$10.8K -40 -3%
CIA
788
CSat Investment Advisory
Michigan
$295K +$118K +435 +51%
TWM
789
Triton Wealth Management
Arizona
$295K +$291K +1,073 New
CT
790
Caldwell Trust
Florida
$294K – – –
CW
791
CreativeOne Wealth
Kansas
$293K +$346K +1,276 New
NSIM
792
North Star Investment Management
Illinois
$290K – – –
TI
793
Tidal Investments
Wisconsin
$290K +$117K +432 +52%
DS
794
DRW Securities
Illinois
$289K +$341K +1,258 New
MA
795
Mutual Advisors
Nebraska
$288K -$13.3K -49 -4%
NG
796
NatWest Group
United Kingdom
$288K – – –
TA
797
Trellis Advisors
Washington
$286K +$18.1K +67 +6%
RTC
798
Riverview Trust Company
Washington
$283K -$13.5K -50 -4%
RA
799
Rational Advisors
New York
$282K -$624K -2,303 -65%
DWT
800
Dorsey & Whitney Trust
South Dakota
$282K +$13.3K +49 +4%
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