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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
1201
Glenview Trust
Kentucky
$780K -$58.1K -91 -7%
VEA
1202
Virtus ETF Advisers
New York
$776K +$21.1K +33 +3%
AWA
1203
Authentikos Wealth Advisory
California
$774K – – –
PFG
1204
PAX Financial Group
Texas
$772K -$44K -69 -5%
HIA
1205
Harbor Investment Advisory
Maryland
$766K +$14.7K +23 +2%
WPP
1206
Whalerock Point Partners
Rhode Island
$764K – – –
AWA
1207
Alta Wealth Advisors
Massachusetts
$764K -$146K -228 -16%
DCM
1208
DGS Capital Management
New Jersey
$762K -$4.47K -7 -0.6%
CWP
1209
Concord Wealth Partners
Virginia
$757K +$113K +177 +18%
HWM
1210
Hohimer Wealth Management
Washington
$757K -$416K -652 -36%
CANY
1211
Caxton Associates (New York)
New York
$754K +$740K +1,160 New
CCA
1212
Childress Capital Advisors
Texas
$753K -$83K -130 -10%
CAMV
1213
Concord Asset Management (Virginia)
Virginia
$749K +$112K +175 +18%
SLG
1214
Stanley-Laman Group
Pennsylvania
$748K – – –
RMCM
1215
Reynders McVeigh Capital Management
Massachusetts
$747K -$1.92K -3 -0.3%
PP
1216
PDS Planning
Ohio
$744K +$36.4K +57 +5%
FIC
1217
FCG Investment Company
Tennessee
$740K +$361K +566 +99%
TC
1218
Truvestments Capital
Florida
$735K +$14.7K +23 +2%
MFG
1219
Magnus Financial Group
New York
$734K +$638 +1 +0.1%
BCG
1220
Breakwater Capital Group
New Jersey
$733K +$65.1K +102 +10%
RPWA
1221
Regent Peak Wealth Advisors
Georgia
$733K +$2.55K +4 +0.4%
TCPG
1222
Trivant Custom Portfolio Group
California
$731K -$4.67M -7,322 -87%
CRI
1223
Colonial River Investments
Virginia
$731K +$718K +1,125 New
CWA
1224
CM Wealth Advisors
Ohio
$728K +$725K +1,136 New
CWM
1225
Concentric Wealth Management
California
$728K -$6.38K -10 -0.9%
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