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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1026
Empirical Wealth Management
Washington
$996K +$1.91K +4 +0.2%
CPL
1027
Capital & Planning LLC
Georgia
$993K +$1.1M +2,296 New
CFG
1028
Cooper Financial Group
California
$991K +$137K +288 +14%
MCM
1029
McRae Capital Management
New Jersey
$991K +$47.7K +100 +5%
AHIA
1030
Andrew Hill Investment Advisors
Florida
$988K +$1.09M +2,286 New
MYAM
1031
Meiji Yasuda Asset Management
Japan
$985K -$256K -536 -19%
MOS
1032
MGO One Seven
Ohio
$980K +$200K +420 +23%
PC
1033
Permanens Capital
New York
$973K +$638K +1,337 +146%
MWM
1034
Modera Wealth Management
New Jersey
$967K -$202K -423 -16%
GFP
1035
Gryphon Financial Partners
Ohio
$966K +$419K +878 +65%
AI
1036
Atom Investors
Texas
$965K +$1.06M +2,232 New
APP
1037
Avantax Planning Partners
Iowa
$964K +$325K +681 +44%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$962K -$197K -412 -16%
EIM
1039
Essex Investment Management
Massachusetts
$958K -$579K -1,214 -35%
BTI
1040
Blue Trust Inc
Georgia
$956K +$329K +689 +45%
LCGC
1041
Legacy Capital Group California
California
$955K +$364K +764 +53%
DCM
1042
Davidson Capital Management
Texas
$950K -$1.41M -2,964 -57%
LFAS
1043
Level Four Advisory Services
Texas
$949K +$228K +479 +28%
AWP
1044
Accretive Wealth Partners
New Jersey
$947K +$17.2K +36 +2%
SG
1045
StoneX Group
New York
$942K -$75.4K -158 -7%
SLT
1046
St Louis Trust
Missouri
$940K – – –
PCA
1047
Pallas Capital Advisors
Massachusetts
$937K +$415K +871 +67%
SFFS
1048
Stonehage Fleming Financial Services
Jersey
$937K -$25.8K -54 -2%
SSWM
1049
Smith Salley Wealth Management
North Carolina
$932K -$2.38K -5 -0.2%
TFS
1050
Thoroughbred Financial Services
Tennessee
$932K -$43.9K -92 -4%
40 41
42
43 44