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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOC
1051
Barbara Oil Co
Illinois
$306K – – –
HCA
1052
Horan Capital Advisors
Ohio
$306K – – –
BLAM
1053
Bourne Lent Asset Management
New York
$306K +$385 +1 +0.1%
VC
1054
Veery Capital
Delaware
$305K -$13.9K -36 -4%
BJL
1055
Brighton Jones LLC
Washington
$299K +$5.01K +13 +2%
WA
1056
Wealth Alliance
New York
$298K -$122K -316 -29%
RFM
1057
Royal Fund Management
Florida
$296K -$1.16K -3 -0.4%
SF
1058
Symphony Financial
Texas
$295K -$455K -1,181 -62%
PL
1059
Plancorp LLC
Missouri
$295K – – –
WFO
1060
Wealthgate Family Office
Colorado
$295K +$65.1K +169 +28%
APP
1061
Avantax Planning Partners
Iowa
$295K +$297K +771 New
CS
1062
Comerica Securities
Michigan
$293K -$3.85K -10 -1%
SPC
1063
Sigma Planning Corp
Michigan
$293K +$21.2K +55 +8%
NIM
1064
NuWave Investment Management
New Jersey
$293K +$295K +765 New
RPWA
1065
Regent Peak Wealth Advisors
Georgia
$292K -$18.5K -48 -6%
OCM
1066
Orchard Capital Management
Illinois
$291K – – –
CFA
1067
Carroll Financial Associates
North Carolina
$291K +$26.2K +68 +10%
SC
1068
Scotia Capital
Ontario, Canada
$288K +$19.6K +51 +7%
GCP
1069
Gill Capital Partners
Colorado
$287K – – –
MBTD
1070
Mechanics Bank - Trust Department
California
$286K – – –
KPCM
1071
Kings Point Capital Management
New York
$285K – – –
HHGA
1072
Halbert Hargrove Global Advisors
California
$285K +$37K +96 +15%
CFB
1073
Cullen/Frost Bankers
Texas
$283K +$5.39K +14 +2%
FSC
1074
Full Sail Capital
Oklahoma
$281K – – –
FLPIM
1075
F.L. Putnam Investment Management
Massachusetts
$281K +$23.5K +61 +9%
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