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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1126
Tolleson Wealth Management
Texas
$377K – – –
B
1127
Barings
North Carolina
$376K -$23K -58 -6%
SIM
1128
Studio Investment Management
Illinois
$375K +$18.2K +46 +5%
WA
1129
Wealth Alliance
New York
$373K -$152K -383 -29%
WAC
1130
William Allan Corp
Colorado
$370K +$33.3K +84 +10%
LWAC
1131
Laurel Wealth Advisors (California)
California
$369K -$69.4K -175 -16%
GSC
1132
Ground Swell Capital
South Carolina
$369K -$107K -269 -22%
CD
1133
Chapin Davis
Maryland
$368K +$375K +946 New
AWM
1134
Avitas Wealth Management
California
$367K +$397 +1 +0.1%
EF
1135
Empowered Funds
Pennsylvania
$366K +$373K +941 New
PWMAG
1136
Pinnacle Wealth Management Advisory Group
New Jersey
$365K +$29.4K +74 +9%
EP
1137
Edgestream Partners
New Jersey
$364K -$334K -843 -47%
LC
1138
Lavaca Capital
Texas
$363K +$370K +933 New
CCM
1139
Chimera Capital Management
New York
$363K +$370K +932 New
GA
1140
GraniteShares Advisors
New York
$361K -$43.2K -109 -11%
LIM
1141
Leavell Investment Management
Alabama
$361K – – –
TIA
1142
Tiemann Investment Advisors
California
$360K -$37.7K -95 -9%
WA
1143
Wealthstar Advisors
Texas
$360K – – –
TWM
1144
Tanager Wealth Management
United Kingdom
$360K +$71K +179 +24%
NMG
1145
New Millennium Group
Utah
$357K -$10.7K -27 -3%
FNBOH
1146
First National Bank of Hutchinson
Kansas
$357K -$70.2K -177 -16%
MLL
1147
Moody Lynn & Lieberson
Massachusetts
$356K -$29.8K -75 -8%
PCIA
1148
Prime Capital Investment Advisors
Kansas
$355K +$362K +913 New
RIM
1149
Redwood Investment Management
Arizona
$355K -$164K -413 -31%
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$355K – – –
44 45
46
47 48