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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1201
Burke & Herbert Bank & Trust
Virginia
$787K -$15.3K -24 -2%
AWM
1202
Act Wealth Management
Texas
$786K – – –
PI
1203
PFG Investments
New York
$785K -$188K -294 -19%
CPWA
1204
Cerro Pacific Wealth Advisors
California
$785K – – –
NHT
1205
New Hampshire Trust
New Hampshire
$782K – – –
FWM
1206
FFT Wealth Management
Pennsylvania
$782K +$31.9K +50 +4%
CWP
1207
Curated Wealth Partners
California
$777K – – –
TW
1208
TrinityPoint Wealth
Connecticut
$773K -$79.8K -125 -9%
GWMR
1209
GC Wealth Management RIA
Massachusetts
$770K +$251K +393 +46%
TSMHT
1210
Thurston Springer Miller Herd & Titak
Indiana
$769K +$59.4K +93 +8%
AFG
1211
Argent Financial Group
Louisiana
$768K +$790K +1,237 New
RPWA
1212
Regent Peak Wealth Advisors
Georgia
$765K +$47.2K +74 +6%
AG
1213
Ascent Group
Virginia
$764K -$2.28M -3,573 -74%
GSIAS
1214
Garden State Investment Advisory Services
New Jersey
$762K +$278K +436 +55%
CT
1215
Chicago Trust
Illinois
$762K +$30K +47 +4%
CPA
1216
Cardiff Park Advisors
California
$761K -$11.5K -18 -1%
FAFN
1217
First Affirmative Financial Network
Colorado
$758K -$36.4K -57 -4%
FAIM
1218
Financial Advocates Investment Management
Washington
$758K +$53.6K +84 +7%
ST
1219
Spinnaker Trust
Maine
$754K -$36.4K -57 -4%
NSIM
1220
North Star Investment Management
Illinois
$751K – – –
PWP
1221
Principle Wealth Partners
Connecticut
$751K +$638 +1 +0.1%
JSW
1222
Journey Strategic Wealth
New Jersey
$750K +$70.9K +111 +10%
NCFG
1223
New Century Financial Group
New Jersey
$750K +$37K +58 +5%
CF
1224
Cyr Financial
Illinois
$750K +$31.9K +50 +4%
LFA
1225
Legacy Financial Advisors
Kentucky
$748K +$63.2K +99 +9%
47 48
49
50 51