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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
976
Belpointe Asset Management
Nevada
$239K +$22.8K +73 +11%
EDRH
977
Edmond de Rothschild Holding
Switzerland
$238K – – –
BWP
978
Bernardo Wealth Planning
Pennsylvania
$236K – – –
ESB
979
Essex Savings Bank
Connecticut
$236K +$226K +722 New
PL
980
Plancorp LLC
Missouri
$235K +$10.3K +33 +5%
SWM
981
SVA Wealth Management
Wisconsin
$235K +$225K +720 New
AIM
982
Anchor Investment Management
South Carolina
$233K +$28.2K +90 +14%
TNBTD
983
Trustmark National Bank Trust Department
Mississippi
$232K – – –
MA
984
MONECO Advisors
Connecticut
$232K +$222K +710 New
AHB
985
Abner Herrman & Brock
New Jersey
$228K -$92.6K -296 -30%
AP
986
Americana Partners
Texas
$228K – – –
PF
987
Phoenix Financial
Israel
$228K – – –
RWM
988
Ritholtz Wealth Management
New York
$228K +$219K +699 New
CFA
989
Carroll Financial Associates
North Carolina
$226K -$32.9K -105 -13%
AF
990
Advisornet Financial
Minnesota
$226K -$5.32K -17 -2%
CS
991
Comerica Securities
Michigan
$224K +$215K +687 New
FHA
992
Flagship Harbor Advisors
Massachusetts
$222K +$4.07K +13 +2%
RPWA
993
Regent Peak Wealth Advisors
Georgia
$222K +$213K +680 New
MFS
994
Mirabella Financial Services
United Kingdom
$222K +$213K +682 New
AWM
995
Aevitas Wealth Management
Massachusetts
$220K +$211K +673 New
LIM
996
Leavell Investment Management
Alabama
$220K +$211K +673 New
SLT
997
St Louis Trust
Missouri
$220K +$211K +674 New
FPA
998
First Pacific Advisors
California
$220K +$211K +675 New
JGUA
999
John G. Ullman & Associates
New York
$220K +$211K +675 New
PCP
1000
Proficio Capital Partners
Massachusetts
$219K +$210K +670 New
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40
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