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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1226
Oakworth Capital
Alabama
$351K – – –
MA
1227
MJP Associates
Connecticut
$351K +$43.1K +105 +15%
PI
1228
PFG Investments
New York
$351K +$323K +787 New
CS
1229
Comerica Securities
Michigan
$350K -$25.5K -62 -7%
LB
1230
Legacy Bridge
Iowa
$349K – – –
GA
1231
Geller Advisors
New York
$348K +$59.9K +146 +23%
PCA
1232
Pallas Capital Advisors
Massachusetts
$347K -$103K -251 -24%
WMA
1233
Wealth Management Associates
New Jersey
$346K -$20.5K -50 -6%
RFM
1234
Royal Fund Management
Florida
$345K – – –
OR
1235
Olympiad Research
Connecticut
$344K +$317K +771 New
HHGA
1236
Halbert Hargrove Global Advisors
California
$343K +$5.75K +14 +2%
FBA
1237
Front Barnett Associates
Illinois
$343K – – –
TPWA
1238
TRUE Private Wealth Advisors
Oregon
$342K +$4.93K +12 +2%
SG
1239
StoneX Group
New York
$341K +$314K +764 New
VC
1240
Veery Capital
Delaware
$339K – – –
TWM
1241
Tanager Wealth Management
United Kingdom
$337K -$69.4K -169 -18%
JSW
1242
Journey Strategic Wealth
New Jersey
$336K -$33.7K -82 -10%
GCP
1243
Gill Capital Partners
Colorado
$336K – – –
TFF
1244
The Family Firm
Maryland
$335K +$3.28K +8 +1%
TBWA
1245
Three Bridge Wealth Advisors
California
$333K – – –
MC
1246
Machina Capital
France
$333K +$80.5K +196 +36%
PL
1247
Plancorp LLC
Missouri
$331K -$8.62K -21 -3%
SP
1248
Successful Portfolios
Florida
$328K -$1.23K -3 -0.4%
VAM
1249
Verity Asset Management
North Carolina
$327K +$10.7K +26 +4%
JAFL
1250
Jay A. Fishman Ltd
Michigan
$326K – – –
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