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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1151
WBH Advisory
Maryland
$694K +$477 +1 +0.1%
ACL
1152
Applied Capital LLC
Florida
$694K +$765K +1,604 New
EWM
1153
Evercore Wealth Management
New York
$693K +$328K +687 +75%
CCM
1154
Crew Capital Management
Ohio
$690K -$56.8K -119 -7%
AFCM
1155
Applied Finance Capital Management
Puerto Rico
$687K -$94K -197 -11%
BCM
1156
Barden Capital Management
Texas
$686K +$28.1K +59 +4%
MC
1157
Moors & Cabot
Massachusetts
$686K +$313K +656 +71%
OQS
1158
Occudo Quantitative Strategies
Florida
$685K +$841K +1,764 New
BFO
1159
Biltmore Family Office
North Carolina
$685K -$1.35M -2,829 -64%
CB
1160
CNB Bank
Pennsylvania
$684K -$13.4K -28 -2%
CTA
1161
Chesley Taft & Associates
Illinois
$683K -$379K -794 -33%
FAM
1162
Fulcrum Asset Management
United Kingdom
$683K +$82.5K +173 +12%
MC
1163
Maverick Capital
Texas
$676K -$2.83M -5,927 -79%
A
1164
AustralianSuper
Australia
$673K – – –
PWA
1165
Pitcairn Wealth Advisors
Pennsylvania
$670K +$23.9K +50 +5%
NPT
1166
Nixon Peabody Trust
Massachusetts
$668K -$74.9K -157 -9%
PCM
1167
Penserra Capital Management
California
$668K +$22.9K +48 +3%
HC
1168
Hara Capital
Washington
$662K – – –
SAA
1169
Southeast Asset Advisors
Georgia
$659K – – –
ST
1170
Smithfield Trust
Pennsylvania
$657K +$28.6K +60 +4%
AWM
1171
Aprio Wealth Management
Georgia
$657K +$162K +340 +29%
TPI
1172
Trust Point Inc
Wisconsin
$656K -$128K -268 -15%
CWP
1173
Curated Wealth Partners
California
$654K -$92.5K -194 -11%
SIA
1174
Soltis Investment Advisors
Utah
$652K -$5.25K -11 -0.7%
ZI
1175
ZEGA Investments
Florida
$651K – – –
45 46
47
48 49