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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
851
Deseret Mutual Benefit Administrators
Utah
$949K +$714K +1,324 +304%
FPCG
852
Fort Pitt Capital Group
Pennsylvania
$946K +$136K +252 +17%
SC
853
Savant Capital
Illinois
$943K +$113K +210 +14%
LNC
854
Lincoln National Corp
Pennsylvania
$938K -$35.6K -66 -4%
EAM
855
Evanson Asset Management
California
$937K – – –
TCB
856
Texas Capital Bancshares
Texas
$936K – – –
MMG
857
Monetary Management Group
Missouri
$931K – – –
EMG
858
ETF Managers Group
New Jersey
$930K -$2.88M -5,337 -76%
HFG
859
Heron Financial Group
New York
$930K – – –
WANY
860
Wealthspire Advisors (New York)
New York
$921K +$420K +780 +84%
LWM
861
Liberty Wealth Management
California
$920K +$539 +1 +0.1%
KWM
862
Kingsview Wealth Management
Oregon
$914K -$103K -191 -10%
IIC
863
Integrated Investment Consultants
Michigan
$911K +$37.2K +69 +4%
KPW
864
Kore Private Wealth
New York
$909K +$87.8K +163 +11%
PL
865
Parthenon LLC
Kentucky
$904K -$13.5K -25 -1%
AWM
866
Apollon Wealth Management
South Carolina
$899K +$209K +387 +30%
GAG
867
GM Advisory Group
New York
$882K – – –
IC
868
Intersect Capital
California
$880K +$118K +219 +16%
SVWAG
869
Sound View Wealth Advisors Group
Georgia
$876K +$155K +287 +21%
ARMT
870
Amica Retiree Medical Trust
Rhode Island
$871K -$384K -713 -31%
RWA
871
Ropes Wealth Advisors
Massachusetts
$869K -$42.6K -79 -5%
FFBTD
872
First Financial Bank - Trust Division
Ohio
$863K – – –
WA
873
Wealth Architects
California
$863K +$600K +1,113 +229%
O
874
Ossiam
France
$861K -$9.59M -17,800 -92%
GLA
875
Great Lakes Advisors
Illinois
$859K +$37.2K +69 +5%
33 34
35
36 37