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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1101
BSW Wealth Partners
Colorado
$783K -$54.4K -114 -6%
RWPA
1102
Richard W. Paul & Associates
Michigan
$774K +$55.8K +117 +7%
DA
1103
Doliver Advisors
Texas
$771K +$850K +1,782 New
GIA
1104
Gladstone Institutional Advisory
Florida
$768K -$311K -651 -27%
QC
1105
Quent Capital
New York
$766K -$234K -491 -22%
RIL
1106
Rothschild Investment LLC
Illinois
$765K +$549K +1,152 +186%
LCM
1107
Legato Capital Management
California
$765K -$210K -441 -20%
JF
1108
Jump Financial
Illinois
$763K -$664K -1,393 -44%
BL
1109
Balentine LLC
Georgia
$763K +$526K +1,103 +167%
CL
1110
CVFG LLC
Indiana
$763K -$45.3K -95 -5%
LWA
1111
LifeGoal Wealth Advisors
New York
$762K +$854K +1,790 New
LCWP
1112
Legacy Capital Wealth Partners
Arkansas
$757K +$159K +333 +23%
HIP
1113
HUB Investment Partners
Texas
$756K +$177K +371 +27%
WANY
1114
Wealthspire Advisors (New York)
New York
$755K -$1.32M -2,773 -61%
AM
1115
Account Management
Massachusetts
$755K – – –
HR
1116
Hardy Reed
Mississippi
$754K +$391K +819 +89%
CPW
1117
Cove Private Wealth
New York
$752K – – –
ATC
1118
Argent Trust Co
Tennessee
$750K -$289K -606 -26%
MCC
1119
Malaga Cove Capital
California
$749K +$301K +632 +57%
KWM
1120
Kingsview Wealth Management
Oregon
$749K +$68.7K +144 +9%
PP
1121
PDS Planning
Ohio
$748K +$10.5K +22 +1%
DWM
1122
Destination Wealth Management
California
$748K +$14.3K +30 +2%
PWM
1123
Positano Wealth Management
$748K +$825K +1,729 New
KGC
1124
Kennon-Green & Company
Ohio
$742K +$438K +918 +115%
AF
1125
Aviso Financial
Ontario, Canada
$740K +$362K +759 +80%
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