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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1176
Chris Bulman
California
$1.2M +$4.06K +6 +0.4%
WSCM
1177
Wellington Shields Capital Management
New York
$1.2M – – –
GWP
1178
Gen-Wealth Partners
Michigan
$1.19M +$56.8K +84 +6%
IIA
1179
ICW Investment Advisors
Arizona
$1.19M +$69K +102 +7%
PHAM
1180
Palisades Hudson Asset Management
Florida
$1.19M -$16.2K -24 -2%
PCM
1181
Palisade Capital Management
New Jersey
$1.18M – – –
PAM
1182
Paradigm Asset Management
New York
$1.18M +$1.02M +1,500 New
FAM
1183
Fulcrum Asset Management
United Kingdom
$1.18M +$1.01M +1,499 New
DWM
1184
Drive Wealth Management
Utah
$1.17M +$46.7K +69 +5%
VST
1185
Van Strum & Towne
California
$1.17M – – –
IFWM
1186
Institute for Wealth Management
Colorado
$1.16M -$11.5K -17 -1%
RCA
1187
Roberts Capital Advisors
Colorado
$1.16M – – –
AWS
1188
Atria Wealth Solutions
New York
$1.16M -$2.66M -3,933 -73%
ST
1189
Smithfield Trust
Pennsylvania
$1.16M – – –
LFA
1190
Legacy Financial Advisors
Kentucky
$1.15M +$120K +177 +14%
NB
1191
NBT Bank
New York
$1.15M -$8.12K -12 -0.8%
LCGC
1192
Legacy Capital Group California
California
$1.15M +$1.35K +2 +0.1%
IAS
1193
Insigneo Advisory Services
Florida
$1.15M -$28.4K -42 -3%
WPP
1194
Whalerock Point Partners
Rhode Island
$1.15M +$2.71K +4 +0.3%
WAM
1195
Weatherly Asset Management
California
$1.14M -$72.4K -107 -7%
BCA
1196
Bay Colony Advisors
Massachusetts
$1.14M +$135K +200 +16%
FFBTD
1197
First Financial Bank - Trust Division
Ohio
$1.14M -$22.3K -33 -2%
CS
1198
Crescent Sterling
Louisiana
$1.12M +$143K +212 +18%
MCC
1199
Money Concepts Capital
Florida
$1.12M -$61.6K -91 -6%
EFS
1200
Essex Financial Services
Connecticut
$1.12M +$25.7K +38 +3%
46 47
48
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