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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1201
Cardiff Park Advisors
California
$322K +$697 +2 +0.2%
BCM
1202
Bayesian Capital Management
New York
$322K +$429K +1,233 New
LIM
1203
Leavell Investment Management
Alabama
$320K +$89.2K +256 +26%
PP
1204
PDS Planning
Ohio
$320K -$175K -503 -29%
NB
1205
NBT Bank
New York
$319K -$32.4K -93 -7%
CB
1206
CNB Bank
Pennsylvania
$317K -$128K -368 -23%
MCCP
1207
Mission Creek Capital Partners
California
$316K -$667K -1,915 -61%
NSIM
1208
North Star Investment Management
Illinois
$316K -$2.09K -6 -0.5%
CI
1209
CX Institutional
Indiana
$316K -$164K -471 -28%
HWA
1210
HCR Wealth Advisors
California
$316K -$15K -43 -3%
HCM
1211
Hillman Capital Management
Maryland
$314K +$85.7K +246 +26%
BTI
1212
Blue Trust Inc
Georgia
$309K -$358K -1,028 -46%
FPH
1213
Financial Planning Hawaii
Hawaii
$309K +$148K +425 +56%
SL
1214
Summitry LLC
California
$309K +$151K +433 +58%
SFC
1215
SYM Financial Corp
Indiana
$307K +$31K +89 +8%
IWM
1216
IHT Wealth Management
Illinois
$307K -$68.3K -196 -14%
GCA
1217
Gradient Capital Advisors
California
$307K +$85K +244 +26%
DI
1218
DRH Investments
California
$306K +$409K +1,174 New
BTW
1219
Boston Trust Walden
Massachusetts
$305K -$701K -2,012 -63%
GC
1220
Globeflex Capital
California
$303K +$404K +1,161 New
SIC
1221
Samalin Investment Counsel
New York
$303K +$404K +1,159 New
BMO
1222
Beck Mack & Oliver
New York
$302K – – –
MFG
1223
Magnus Financial Group
New York
$302K +$697 +2 +0.2%
ACM
1224
Advisors Capital Management
New Jersey
$301K -$81.2K -233 -17%
FGWP
1225
Founders Grove Wealth Partners
Virginia
$301K +$401K +1,152 New
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