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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1151
Samalin Investment Counsel
New York
$355K +$793 +2 +0.2%
CIA
1152
Choate Investment Advisors
Massachusetts
$355K -$113K -284 -24%
CA
1153
Crewe Advisors
Utah
$353K +$205K +517 +132%
OIS
1154
Okabena Investment Services
Minnesota
$350K -$370K -933 -51%
TCM
1155
Telos Capital Management
California
$350K -$119K -300 -25%
BDFN
1156
Bond & Devick Financial Network
Minnesota
$350K – – –
SACTSONJ
1157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$350K – – –
RSWM
1158
Robertson Stephens Wealth Management
California
$350K +$105K +264 +42%
TC
1159
TwinBeech Capital
New York
$348K +$355K +894 New
GL
1160
Graypoint LLC
New York
$348K -$130K -327 -27%
MSAM
1161
Moloney Securities Asset Management
Missouri
$341K +$347K +875 New
PGIM
1162
Pacific Global Investment Management
California
$340K +$397 +1 +0.1%
FAFN
1163
First Affirmative Financial Network
Colorado
$338K +$85.3K +215 +33%
PFA
1164
Pathway Financial Advisors
Vermont
$338K – – –
IIA
1165
ICW Investment Advisors
Arizona
$337K -$1.59K -4 -0.5%
CT
1166
Clearstead Trust
Maine
$336K +$793 +2 +0.2%
MA
1167
MONECO Advisors
Connecticut
$335K +$397 +1 +0.1%
AC
1168
ASB Consultores
Florida
$334K -$143K -360 -30%
AOWM
1169
Alpha Omega Wealth Management
Virginia
$333K – – –
WAG
1170
Winthrop Advisory Group
Massachusetts
$332K – – –
CWMU
1171
Caliber Wealth Management (Utah)
Utah
$332K +$339K +854 New
JAG
1172
Journey Advisory Group
Kentucky
$332K -$21K -53 -6%
IAIM
1173
International Assets Investment Management
Florida
$332K +$12.2M +30,777 New
OIA
1174
OneDigital Investment Advisors
Kansas
$331K -$47.2K -119 -12%
CFG
1175
Cooper Financial Group
California
$330K +$83.7K +211 +33%
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