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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1101
Catalyst Private Wealth
California
$607K -$275K -445 -32%
KP
1102
Keel Point
Alabama
$607K -$1.24K -2 -0.2%
NF
1103
NTB Financial
Colorado
$606K +$581K +942 New
CA
1104
Calton & Associates
Florida
$605K -$81.5K -132 -12%
UC
1105
Unio Capital
New Jersey
$604K +$104K +168 +0.9%
OIS
1106
Okabena Investment Services
Minnesota
$600K – – –
EWM
1107
Evercore Wealth Management
New York
$599K -$22.8K -37 -4%
OTL
1108
Oak Thistle LLC
New York
$598K +$574K +930 New
SYBT
1109
Stock Yards Bank & Trust
Kentucky
$595K – – –
WA
1110
Wealthstar Advisors
Texas
$595K – – –
KIA
1111
KCM Investment Advisors
California
$595K +$16.7K +27 +3%
CCA
1112
Column Capital Advisors
Indiana
$589K -$127K -206 -18%
SIC
1113
Samalin Investment Counsel
New York
$582K -$57.4K -93 -9%
EA
1114
Echo45 Advisors
California
$582K +$559K +905 New
SACTSONJ
1115
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$579K – – –
MFG
1116
Magnus Financial Group
New York
$579K +$617 +1 +0.1%
C
1117
Certuity
Florida
$578K -$575K -931 -51%
SC
1118
SouthState Corp
Florida
$578K -$104K -168 -16%
GWANC
1119
Guardian Wealth Advisors (North Carolina)
North Carolina
$578K +$554K +898 New
PGIM
1120
Pacific Global Investment Management
California
$575K – – –
SWM
1121
Scissortail Wealth Management
Oklahoma
$575K +$552K +894 New
GDP
1122
Great Diamond Partners
Maine
$573K -$18.5K -30 -3%
HW
1123
Hancock Whitney
Mississippi
$572K -$32.7K -53 -6%
TWM
1124
Thrive Wealth Management
Pennsylvania
$570K +$548K +887 New
ED
1125
Exane Derivatives
France
$566K +$453K +734 +503%
43 44
45
46 47