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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1226
Gitterman Wealth Management
New Jersey
$435K +$419K +678 New
JGUA
1227
John G. Ullman & Associates
New York
$434K – – –
SLT
1228
St Louis Trust
Missouri
$434K – – –
JF
1229
JSF Financial
California
$434K +$11.7K +19 +3%
GL
1230
Graypoint LLC
New York
$434K +$48.8K +79 +13%
CBFP
1231
Cedar Brook Financial Partners
Ohio
$434K +$77.2K +125 +23%
GLLW
1232
Graves Light Lenhart Wealth
Virginia
$429K – – –
CWM
1233
Concentrum Wealth Management
California
$428K – – –
RDWM
1234
Red Door Wealth Management
Tennessee
$425K -$13.6K -22 -3%
YMRC
1235
Yorktown Management & Research Company
Virginia
$425K – – –
TFO
1236
Tarbox Family Office
California
$421K +$1.85K +3 +0.5%
VFA
1237
Valeo Financial Advisors
Indiana
$421K +$57.4K +93 +17%
SOW
1238
State of Wyoming
Wyoming
$419K -$114K -184 -22%
LWMM
1239
Legacy Wealth Management (Mississippi)
Mississippi
$418K – – –
OCM
1240
One Capital Management
California
$418K -$25.3K -41 -6%
BWM
1241
BNC Wealth Management
Oregon
$412K +$396K +641 New
LA
1242
Latitude Advisors
Florida
$410K +$617 +1 +0.2%
AWS
1243
AJ Wealth Strategies
New York
$409K -$215K -348 -35%
SFG
1244
Synergy Financial Group
California
$408K +$392K +635 New
FWM
1245
Frontier Wealth Management
Missouri
$407K – – –
CCA
1246
Childress Capital Advisors
Texas
$407K +$11.1K +18 +3%
KFS
1247
Kurt F. Somerville
$405K – – –
LIM
1248
Leavell Investment Management
Alabama
$405K – – –
AWA
1249
Aaron Wealth Advisors
Illinois
$405K +$131K +213 +51%
BIP
1250
Blueprint Investment Partners
North Carolina
$405K +$47.5K +77 +14%
48 49
50
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