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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
926
Transform Wealth
Colorado
$713K -$20.5K -38 -3%
FNT
927
First National Trust
Pennsylvania
$712K +$12.9K +24 +2%
1SB
928
1ST Source Bank
Indiana
$710K -$13.5K -25 -2%
RMCM
929
Reynders McVeigh Capital Management
Massachusetts
$696K +$5.39K +10 +0.8%
MA
930
Mutual Advisors
Nebraska
$692K +$3.77K +7 +0.5%
XT
931
XTX Topco
Cayman Islands
$692K +$691K +1,282 New
AIP
932
Almanack Investment Partners
Pennsylvania
$690K -$71.1K -132 -9%
OPS
933
Orion Portfolio Solutions
Nebraska
$689K +$115K +213 +20%
SHGA
934
Sand Hill Global Advisors
California
$688K -$56K -104 -8%
AWM
935
Act Wealth Management
Texas
$686K – – –
APP
936
Avantax Planning Partners
Iowa
$683K +$12.4K +23 +2%
HSA
937
HBK Sorce Advisory
Pennsylvania
$682K +$16.2K +30 +2%
1WA
938
180 Wealth Advisors
Washington
$682K +$31.8K +59 +5%
BFA
939
Beaumont Financial Advisors
Massachusetts
$681K -$29.1K -54 -4%
CIA
940
Choate Investment Advisors
Massachusetts
$681K +$221K +410 +48%
CA
941
Cetera Advisors
Colorado
$678K +$139K +258 +26%
TW
942
TrinityPoint Wealth
Connecticut
$677K -$129K -239 -16%
CPWA
943
Cerro Pacific Wealth Advisors
California
$677K -$1.62K -3 -0.2%
CBTWT
944
Community Bank & Trust (Waco, Texas)
Texas
$677K +$21.6K +40 +3%
SAM
945
Silphium Asset Management
United Kingdom
$671K +$670K +1,244 New
NSIM
946
North Star Investment Management
Illinois
$664K – – –
RB
947
Renasant Bank
Mississippi
$664K – – –
NRS
948
Neville Rodie & Shaw
New York
$651K – – –
CAAS
949
Capital Asset Advisory Services
Michigan
$651K +$651K +1,207 New
BG
950
Bahl & Gaynor
Ohio
$647K – – –
36 37
38
39 40