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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1201
Congress Park Capital
New York
$614K +$222K +465 +49%
C
1202
Certuity
Florida
$613K +$221K +463 +49%
ZIM
1203
Zacks Investment Management
Illinois
$613K -$19.9M -41,669 -97%
SAM
1204
Simplify Asset Management
Nevada
$612K -$24.8K -52 -4%
HIA
1205
Harbor Investment Advisory
Maryland
$611K +$43.9K +92 +7%
RDWM
1206
Red Door Wealth Management
Tennessee
$611K +$166K +347 +33%
PCM
1207
Park Capital Management
Wisconsin
$609K +$49.1K +103 +8%
B
1208
Barings
North Carolina
$608K -$748K -1,568 -53%
TPA
1209
Trivium Point Advisory
Connecticut
$608K -$268K -562 -29%
CIG
1210
Cascade Investment Group
Colorado
$607K +$38.2K +80 +6%
PAM
1211
Paradigm Asset Management
New York
$605K – – –
ACM
1212
Advisors Capital Management
New Jersey
$599K -$115K -241 -15%
SIG
1213
Sargent Investment Group
Maryland
$594K -$159K -334 -20%
IWM
1214
IHT Wealth Management
Illinois
$594K -$158K -331 -19%
SLA
1215
Silver Lake Advisory
Utah
$591K +$653K +1,368 New
CCA
1216
Coign Capital Advisors
Utah
$591K +$209K +439 +47%
DWM
1217
Drive Wealth Management
Utah
$591K -$99.7K -209 -13%
MPWT
1218
MassMutual Private Wealth & Trust
Connecticut
$590K -$199K -418 -23%
NCM
1219
Nelson Capital Management
California
$590K -$143K -300 -18%
RWC
1220
Rare Wolf Capital
Washington
$590K +$651K +1,365 New
DCM
1221
Donaldson Capital Management
Indiana
$590K -$2.89M -6,049 -82%
SW
1222
Simplicity Wealth
New Jersey
$590K +$93.5K +196 +17%
4A
1223
4Wealth Advisors
Illinois
$588K +$189K +397 +41%
HFO
1224
Heritage Family Offices
Arizona
$588K -$146K -306 -18%
BONST
1225
Bank of Nova Scotia Trust
Ontario, Canada
$586K +$501K +1,050 +343%
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