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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1151
Veracity Capital
Georgia
$400K -$588K -1,149 -58%
PS
1152
Planned Solutions
California
$400K – – –
TIM
1153
Tevis Investment Management
Texas
$400K – – –
CWP
1154
Curated Wealth Partners
California
$398K – – –
SC
1155
SouthState Corp
Florida
$397K -$37.4K -73 -8%
SP
1156
Successful Portfolios
Florida
$397K +$6.14K +12 +1%
NIM
1157
NuWave Investment Management
New Jersey
$397K +$198K +387 +88%
DIS
1158
Diversified Investment Strategies
Louisiana
$394K – – –
SPC
1159
Sigma Planning Corp
Michigan
$393K -$14.3K -28 -3%
BC
1160
Burney Company
Virginia
$393K -$3.58K -7 -0.8%
BCM
1161
BlueCrest Capital Management
Jersey
$393K +$419K +818 New
FFN
1162
Focus Financial Network
Minnesota
$393K -$1.29M -2,515 -75%
B
1163
Barings
North Carolina
$390K -$1.78M -3,481 -81%
AF
1164
Arrow Financial
New York
$389K – – –
ARG
1165
Advisory Resource Group
Oklahoma
$389K +$84.5K +165 +26%
WSTAM
1166
Wilbanks Smith & Thomas Asset Management
Virginia
$387K -$109K -213 -19%
ECM
1167
Elgethun Capital Management
South Dakota
$387K +$512 +1 +0.1%
BLAM
1168
Bourne Lent Asset Management
New York
$386K +$512 +1 +0.1%
BOC
1169
Barbara Oil Co
Illinois
$385K – – –
GCL
1170
Gouws Capital LLC
North Carolina
$385K – – –
HCA
1171
Horan Capital Advisors
Ohio
$385K – – –
MIAS
1172
Mason Investment Advisory Services
Virginia
$385K – – –
IPAM
1173
ICICI Prudential Asset Management
India
$384K +$59.4K +116 +17%
JAG
1174
Journey Advisory Group
Kentucky
$381K -$33.3K -65 -8%
VC
1175
Veery Capital
Delaware
$381K -$1.02K -2 -0.3%
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