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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1026
Choate Investment Advisors
Massachusetts
$1.83M -$75.8K -112 -5%
PC
1027
Promus Capital
Illinois
$1.82M +$286K +422 +22%
QWP
1028
Quotient Wealth Partners
Texas
$1.82M -$45.3K -67 -3%
RFA
1029
ROI Financial Advisors
Oregon
$1.81M -$127K -188 -8%
EWM
1030
Empirical Wealth Management
Washington
$1.8M +$131K +193 +9%
QIM
1031
Quantitative Investment Management
Virginia
$1.8M +$160K +237 +12%
CPL
1032
Capital & Planning LLC
Georgia
$1.8M -$23K -34 -1%
AO
1033
Advisor OS
Illinois
$1.79M -$169K -249 -10%
SG
1034
StoneX Group
New York
$1.79M -$150K -222 -9%
CLOS
1035
Compagnie Lombard Odier SCmA
Switzerland
$1.78M -$91.4K -135 -6%
WIA
1036
World Investment Advisors
California
$1.78M +$728K +1,076 +91%
FFN
1037
Focus Financial Network
Minnesota
$1.78M +$39.9K +59 +3%
BP
1038
BNP Paribas
France
$1.77M – – –
PPWP
1039
Premier Path Wealth Partners
New Jersey
$1.76M +$137K +202 +10%
CPA
1040
Capital Planning Advisors
California
$1.76M -$68.4K -101 -4%
AT
1041
Arlington Trust
Alabama
$1.76M +$16.2K +24 +1%
NG
1042
Norden Group
Utah
$1.76M +$384K +567 +34%
SFFS
1043
Stonehage Fleming Financial Services
Jersey
$1.75M – – –
QC
1044
Quent Capital
New York
$1.74M +$56.2K +83 +4%
TCA
1045
Transcend Capital Advisors
New Jersey
$1.73M +$183K +270 +14%
SSWM
1046
Smith Salley Wealth Management
North Carolina
$1.73M +$160K +236 +12%
MCM
1047
McRae Capital Management
New Jersey
$1.72M +$10.2K +15 +0.7%
CF
1048
Convergence Financial
Missouri
$1.71M +$1.47M +2,175 New
AFT
1049
Alpha Family Trust
California
$1.69M +$328K +485 +29%
AG
1050
Ascent Group
Virginia
$1.68M +$359K +531 +33%
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