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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
Wealth Architects
California
$810K +$16.1K +26 +2%
CAMV
1177
Concord Asset Management (Virginia)
Virginia
$810K +$49K +79 +7%
OLA
1178
Oliver Luxxe Assets
New Jersey
$809K -$44K -71 -5%
FIC
1179
FCG Investment Company
Tennessee
$808K +$56.4K +91 +8%
AWA
1180
Aaron Wealth Advisors
Illinois
$808K +$135K +217 +21%
CWP
1181
Concord Wealth Partners
Virginia
$806K +$38.5K +62 +5%
PT
1182
Plimoth Trust
Massachusetts
$805K -$9.3K -15 -1%
KWM
1183
Kingsview Wealth Management
Oregon
$804K +$620 +1 +0.1%
SIP
1184
Stoneridge Investment Partners
Pennsylvania
$802K +$757K +1,221 New
SIM
1185
Sentry Investment Management
Wisconsin
$801K -$155K -250 -17%
BAM
1186
Belpointe Asset Management
Nevada
$795K -$90.6K -146 -11%
NSIM
1187
North Star Investment Management
Illinois
$795K – – –
PWP
1188
Principle Wealth Partners
Connecticut
$795K +$620 +1 +0.1%
FWM
1189
FFT Wealth Management
Pennsylvania
$794K +$283K +457 +61%
NRS
1190
Neville Rodie & Shaw
New York
$793K – – –
PP
1191
PDS Planning
Ohio
$790K +$36K +58 +5%
SAG
1192
SageView Advisory Group
California
$789K +$745K +1,201 New
UOTTAIMCU
1193
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$786K +$742K +1,196 New
KWM
1194
Kolinsky Wealth Management
New Jersey
$785K +$47.8K +77 +7%
CPWA
1195
Cerro Pacific Wealth Advisors
California
$785K +$741K +1,194 New
QWM
1196
Quadcap Wealth Management
Texas
$779K +$55.2K +89 +8%
CT
1197
Chicago Trust
Illinois
$776K +$62K +100 +9%
WPP
1198
Whalerock Point Partners
Rhode Island
$773K – – –
RIG
1199
Ramiah Investment Group
Wisconsin
$769K -$27.3K -44 -4%
DCM
1200
DGS Capital Management
New Jersey
$767K -$3.1K -5 -0.4%
46 47
48
49 50