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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1001
Avantax Planning Partners
Iowa
$848K +$32.1K +52 +4%
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
$847K -$189K -306 -19%
1SB
1003
1ST Source Bank
Indiana
$846K – – –
TW
1004
Transform Wealth
Colorado
$845K -$4.94K -8 -0.6%
CIA
1005
Choate Investment Advisors
Massachusetts
$843K +$30.2K +49 +4%
GFP
1006
Gryphon Financial Partners
Ohio
$840K -$64.2K -104 -7%
CPWA
1007
Cerro Pacific Wealth Advisors
California
$836K +$27.8K +45 +4%
AI
1008
ArchPoint Investors
Florida
$834K +$533K +863 +199%
RMCM
1009
Reynders McVeigh Capital Management
Massachusetts
$833K +$2.47K +4 +0.3%
MA
1010
Mutual Advisors
Nebraska
$829K +$4.32K +7 +0.5%
BL
1011
Balentine LLC
Georgia
$829K +$268K +434 +51%
ANTB
1012
AMG National Trust Bank
Colorado
$828K -$49.4K -80 -6%
PFG
1013
PAX Financial Group
Texas
$817K -$142K -230 -15%
SEA
1014
Stegent Equity Advisors
Texas
$817K +$781K +1,266 New
HFG
1015
Heron Financial Group
New York
$816K -$166K -269 -16%
CBTWT
1016
Community Bank & Trust (Waco, Texas)
Texas
$816K +$8.03K +13 +1%
AIP
1017
Almanack Investment Partners
Pennsylvania
$815K -$7.41K -12 -0.9%
CANY
1018
Caxton Associates (New York)
New York
$814K -$2.56M -4,140 -77%
ZB
1019
Zions Bancorporation
Utah
$814K -$117K -189 -13%
TW
1020
TrinityPoint Wealth
Connecticut
$814K +$6.79K +11 +0.9%
BP
1021
Ballentine Partners
Massachusetts
$810K -$53.7K -87 -6%
CA
1022
Cetera Advisors
Colorado
$810K +$1.85K +3 +0.2%
RB
1023
Renasant Bank
Mississippi
$809K +$17.3K +28 +2%
GA
1024
GraniteShares Advisors
New York
$809K +$777K +1,259 New
BJL
1025
Brighton Jones LLC
Washington
$808K -$139K -225 -15%
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