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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1201
Belpointe Asset Management
Nevada
$286K +$182K +422 +133%
KFS
1202
Kaizen Financial Strategies
California
$284K -$5.62K -13 -2%
MHS
1203
M Holdings Securities
Oregon
$284K +$66.1K +153 +26%
JAFL
1204
Jay A. Fishman Ltd
Michigan
$284K – – –
NIMI
1205
Natixis Investment Managers International
France
$283K -$416K -964 -57%
SEA
1206
Stegent Equity Advisors
Texas
$282K -$6.48K -15 -2%
JBA
1207
Johnson Bixby & Associates
Washington
$281K – – –
CCM
1208
Community Capital Management
Florida
$281K +$313K +725 New
EFS
1209
Essex Financial Services
Connecticut
$280K -$32.4K -75 -9%
SC
1210
SouthState Corp
Florida
$280K -$13K -30 -4%
GD
1211
Grandfield & Dodd
New York
$280K – – –
PS
1212
Planned Solutions
California
$280K – – –
FANJ
1213
Financial Architects (New Jersey)
New Jersey
$280K +$312K +722 New
TNB
1214
Thomasville National Bank
Georgia
$279K -$7.34K -17 -2%
CCA
1215
Column Capital Advisors
Indiana
$276K – – –
JWM
1216
Janiczek Wealth Management
Colorado
$276K +$13.4K +31 +5%
WTA
1217
Washington Trust Advisors
Massachusetts
$275K -$35.9K -83 -10%
WA
1218
WP Advisors
California
$273K +$10.8K +25 +4%
TSS
1219
Two Sigma Securities
New York
$270K -$1.29M -2,976 -81%
STA
1220
Summit Trail Advisors
New York
$270K -$23.3K -54 -7%
QC
1221
QCM Cayman
Texas
$270K +$301K +696 New
LB
1222
Legacy Bridge
Iowa
$269K – – –
DPI
1223
Diversified Portfolios Inc
Michigan
$269K +$42.8K +99 +17%
GEA
1224
Glen Eagle Advisors
New Jersey
$268K -$8.21K -19 -3%
RMC
1225
Resources Management Corp
Connecticut
$267K – – –
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