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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1126
Congress Asset Management
Massachusetts
$738K -$642K -1,346 -44%
WI
1127
WBI Investments
New Jersey
$735K +$336K +704 +71%
MS
1128
Millington Securities
New Jersey
$735K +$811K +1,701 New
MTIM
1129
Marathon Trading Investment Management
Pennsylvania
$735K +$811K +1,700 New
CSPIA
1130
Cary Street Partners Investment Advisory
Virginia
$735K +$4.29K +9 +0.5%
GDP
1131
Great Diamond Partners
Maine
$730K -$273K -573 -25%
FFS
1132
Founders Financial Securities
Maryland
$730K -$152K -319 -14%
CFP
1133
Catalyst Financial Partners
Massachusetts
$728K +$189K +396 +31%
FCP
1134
Fidelis Capital Partners
Florida
$728K -$184K -385 -19%
CI
1135
CX Institutional
Indiana
$727K -$4.64M -9,727 -85%
CBTWT
1136
Community Bank & Trust (Waco, Texas)
Texas
$726K +$36.7K +77 +5%
FLPIM
1137
F.L. Putnam Investment Management
Massachusetts
$725K -$5.86M -12,277 -88%
BMWS
1138
Brady Martz Wealth Solutions
North Dakota
$723K +$279K +585 +54%
AP
1139
Anchyra Partners
Georgia
$714K -$198K -416 -20%
EMC
1140
Everest Management Corp
California
$709K +$3.34K +7 +0.4%
PWPS
1141
Pinnacle Wealth Planning Services
Ohio
$707K -$181K -379 -19%
CA
1142
Cullinan Associates
Kentucky
$707K -$482K -1,010 -38%
JMFC
1143
J.M. Forbes & Co
Massachusetts
$707K – – –
VWM
1144
Valley Wealth Managers
New Jersey
$706K +$284K +596 +57%
CM
1145
Capula Management
Cayman Islands
$705K +$706K +1,480 +987%
BHPW
1146
Beverly Hills Private Wealth
California
$704K +$5.72K +12 +0.7%
PFA
1147
Pure Financial Advisors
California
$702K +$145K +303 +23%
LT
1148
Legacy Trust
Michigan
$701K -$151K -317 -16%
RSC
1149
Red Spruce Capital
Pennsylvania
$701K – – –
RCG
1150
Regatta Capital Group
California
$697K -$45.3K -95 -6%
44 45
46
47 48