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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1201
Crescent Sterling
Louisiana
$744K +$383K +638 +111%
NSIM
1202
North Star Investment Management
Illinois
$743K – – –
WA
1203
Wealth Architects
California
$742K +$17.4K +29 +2%
HWA
1204
HCR Wealth Advisors
California
$740K -$61.9K -103 -8%
ST
1205
Spinnaker Trust
Maine
$739K -$4.2K -7 -0.6%
LIM
1206
Leavell Investment Management
Alabama
$737K -$30K -50 -4%
JSW
1207
Journey Strategic Wealth
New Jersey
$736K -$601 -1 -0.1%
KTM
1208
Keeler Thomas Management
Utah
$735K -$677K -1,128 -49%
NFA
1209
Northern Financial Advisors
Michigan
$733K -$1.8K -3 -0.3%
MWM
1210
Meridian Wealth Management
Kentucky
$730K -$14.4K -24 -2%
WIA
1211
World Investment Advisors
California
$728K +$115K +192 +19%
SHFA
1212
SS&H Financial Advisors
Michigan
$726K -$55.2K -92 -7%
FAM
1213
Formidable Asset Management
Ohio
$725K +$709K +1,181 New
SB
1214
Strategic Blueprint
Georgia
$725K -$16.8K -28 -2%
NRS
1215
Neville Rodie & Shaw
New York
$724K – – –
SWA
1216
Stratos Wealth Advisors
Ohio
$724K -$638K -1,062 -47%
APP
1217
Avantax Planning Partners
Iowa
$723K +$99.7K +166 +16%
CPWA
1218
Cerro Pacific Wealth Advisors
California
$722K +$25.2K +42 +4%
VAM
1219
Verity Asset Management
North Carolina
$722K +$375K +624 +113%
VHAM
1220
Van Hulzen Asset Management
California
$720K +$3K +5 +0.4%
GSIAS
1221
Garden State Investment Advisory Services
New Jersey
$718K -$52.2K -87 -7%
LAM
1222
L2 Asset Management
Massachusetts
$718K +$67.9K +113 +11%
CCA
1223
Childress Capital Advisors
Texas
$714K +$7.21K +12 +1%
MCM
1224
Mattern Capital Management
Colorado
$712K +$124K +206 +22%
MFG
1225
Magnus Financial Group
New York
$711K +$601 +1 +0.1%
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