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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
Avitas Wealth Management
California
$365K +$3.89K +9 +1%
LIM
1127
Leavell Investment Management
Alabama
$359K -$22.5K -52 -5%
WA
1128
Wealthstar Advisors
Texas
$357K – – –
SIM
1129
Studio Investment Management
Illinois
$356K +$9.07K +21 +2%
DMBA
1130
Deseret Mutual Benefit Administrators
Utah
$354K -$197K -456 -33%
BHBT
1131
Burke & Herbert Bank & Trust
Virginia
$353K -$8.64K -20 -2%
SIC
1132
Samalin Investment Counsel
New York
$352K +$432 +1 +0.1%
MCWA
1133
Meadow Creek Wealth Advisors
Georgia
$352K +$3.02K +7 +0.8%
SPC
1134
Sigma Planning Corp
Michigan
$351K +$22.5K +52 +6%
JAG
1135
Journey Advisory Group
Kentucky
$351K +$40.6K +94 +12%
BDFN
1136
Bond & Devick Financial Network
Minnesota
$349K – – –
SACTSONJ
1137
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$349K – – –
HPIA
1138
Hamilton Point Investment Advisors
North Carolina
$349K +$389K +900 New
JSW
1139
Journey Strategic Wealth
New Jersey
$346K +$387K +895 New
BFA
1140
Bragg Financial Advisors
North Carolina
$345K – – –
MA
1141
MUFG Americas
New York
$343K -$153K -354 -29%
WFI
1142
West Family Investments
California
$340K -$27.2K -63 -7%
BS
1143
Boenning & Scattergood
Pennsylvania
$339K – – –
PP
1144
Paloma Partners
Connecticut
$338K -$1.52M -3,523 -80%
PGIM
1145
Pacific Global Investment Management
California
$338K +$432 +1 +0.1%
PFA
1146
Pathway Financial Advisors
Vermont
$337K – – –
IIA
1147
ICW Investment Advisors
Arizona
$337K +$1.3K +3 +0.3%
MCA
1148
MSH Capital Advisors
Arizona
$337K +$432 +1 +0.1%
WAC
1149
William Allan Corp
Colorado
$336K +$375K +867 New
IIC
1150
Integrated Investment Consultants
Michigan
$335K -$22K -51 -6%
44 45
46
47 48