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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1051
Bernardo Wealth Planning
Pennsylvania
$275K – – –
JBA
1052
Johnson Bixby & Associates
Washington
$275K +$255K +725 New
AA
1053
AQR Arbitrage
Connecticut
$274K +$255K +725 New
AHB
1054
Abner Herrman & Brock
New Jersey
$272K +$5.62K +16 +2%
PCP
1055
Proficio Capital Partners
Massachusetts
$272K +$16.5K +47 +7%
SPC
1056
Sigma Planning Corp
Michigan
$270K -$309K -881 -55%
TNBTD
1057
Trustmark National Bank Trust Department
Mississippi
$270K – – –
CC
1058
Caxton Corporation
New Jersey
$270K +$249K +710 New
TFF
1059
The Family Firm
Maryland
$269K +$32.3K +92 +15%
SC
1060
Scotia Capital
Ontario, Canada
$266K -$12.6K -36 -5%
DA
1061
DCM Advisors
New York
$266K +$246K +700 New
OA
1062
Oxbow Advisors
Texas
$265K -$42.1K -120 -15%
AP
1063
Americana Partners
Texas
$265K – – –
HPWM
1064
Highland Private Wealth Management
Washington
$264K +$10.9K +31 +5%
CFA
1065
Carroll Financial Associates
North Carolina
$263K – – –
FSC
1066
Full Sail Capital
Oklahoma
$263K +$246K +700 New
BAM
1067
Belpointe Asset Management
Nevada
$262K -$14.4K -41 -6%
SF
1068
Synovus Financial
Georgia
$261K +$242K +688 New
PFS
1069
Prospera Financial Services
Texas
$260K +$152K +433 +173%
PCS
1070
Personal CFO Solutions
New Jersey
$259K -$44.6K -127 -16%
VWM
1071
Vigilare Wealth Management
Arizona
$259K +$7.02K +20 +3%
CAM
1072
CenterStar Asset Management
Illinois
$257K – – –
TPWA
1073
TRUE Private Wealth Advisors
Oregon
$257K +$26.7K +76 +13%
JGUA
1074
John G. Ullman & Associates
New York
$256K – – –
LIM
1075
Leavell Investment Management
Alabama
$256K – – –
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