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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1101
Thrive Wealth Management
Pennsylvania
$454K +$29.7K +58 +7%
SWM
1102
SeaCrest Wealth Management
New York
$451K -$11.3K -22 -2%
CWM
1103
Chesapeake Wealth Management
Virginia
$449K -$18.9K -37 -4%
OIS
1104
Okabena Investment Services
Minnesota
$449K – – –
TIA
1105
Tiemann Investment Advisors
California
$448K -$66.6K -130 -12%
FFM
1106
Forum Financial Management
Illinois
$448K -$63K -123 -12%
EWM
1107
Evercore Wealth Management
New York
$447K -$512 -1 -0.1%
EI
1108
Ellevest Inc
New York
$447K +$93.7K +183 +25%
WA
1109
Wealthstar Advisors
Texas
$445K – – –
WAG
1110
Winthrop Advisory Group
Massachusetts
$444K +$23.6K +46 +5%
AF
1111
Advisornet Financial
Minnesota
$444K +$45.1K +88 +11%
CAL
1112
Capital Advisors Ltd
Ohio
$441K +$84.5K +165 +22%
WANY
1113
Wealthspire Advisors (New York)
New York
$436K -$339K -662 -42%
CCA
1114
Column Capital Advisors
Indiana
$436K -$4.61K -9 -1%
SIC
1115
Samalin Investment Counsel
New York
$436K +$512 +1 +0.1%
DA
1116
DSC Advisors
Illinois
$436K +$36.9K +72 +9%
AA
1117
Axiom Advisory
California
$436K +$464K +906 New
BFA
1118
Bragg Financial Advisors
North Carolina
$434K +$6.66K +13 +1%
BDFN
1119
Bond & Devick Financial Network
Minnesota
$433K -$51.2K -100 -10%
SACTSONJ
1120
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$433K – – –
CCI
1121
Credit Capital Investments
New Jersey
$433K +$461K +900 New
KIA
1122
KCM Investment Advisors
California
$432K -$13.8K -27 -3%
WFI
1123
West Family Investments
California
$431K +$34.8K +68 +8%
AOWM
1124
Alpha Omega Wealth Management
Virginia
$427K – – –
MS
1125
Maven Securities
Jersey
$427K +$290K +567 +177%
43 44
45
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