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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1226
Kolinsky Wealth Management
New Jersey
$749K +$12.1K +19 +2%
AFW
1227
Avantra Family Wealth
Pennsylvania
$744K +$756K +1,183 New
WA
1228
Wealth Architects
California
$741K -$58.1K -91 -7%
NRS
1229
Neville Rodie & Shaw
New York
$741K – – –
PT
1230
Plimoth Trust
Massachusetts
$735K -$12.8K -20 -2%
SIM
1231
Sentry Investment Management
Wisconsin
$735K -$121K -190 -14%
VCM
1232
Verde Capital Management
Michigan
$734K +$329K +515 +79%
VHAM
1233
Van Hulzen Asset Management
California
$734K +$2.56K +4 +0.3%
MFG
1234
Magnus Financial Group
New York
$727K +$1.28K +2 +0.2%
CCA
1235
Childress Capital Advisors
Texas
$723K +$8.95K +14 +1%
GCM
1236
Graham Capital Management
Connecticut
$723K +$95.8K +150 +15%
LCWP
1237
Legacy Capital Wealth Partners
Arkansas
$721K +$150K +234 +26%
BCM
1238
Bourgeon Capital Management
Connecticut
$720K +$732K +1,146 New
AG
1239
Ascent Group
Virginia
$718K -$56.2K -88 -7%
FFS
1240
Founders Financial Securities
Maryland
$718K +$139K +217 +23%
RSWM
1241
Robertson Stephens Wealth Management
California
$717K -$1.5M -2,351 -67%
CWP
1242
Curated Wealth Partners
California
$713K -$74.8K -117 -9%
PFBT
1243
Parkside Financial Bank & Trust
Missouri
$713K +$37.1K +58 +5%
FAFN
1244
First Affirmative Financial Network
Colorado
$710K -$58.1K -91 -7%
BCG
1245
Breakwater Capital Group
New Jersey
$710K -$9.59K -15 -1%
CCWM
1246
Correct Capital Wealth Management
Missouri
$707K +$26.8K +42 +4%
GGV
1247
GG Group Ventures
Florida
$705K -$317K -496 -31%
RMCM
1248
Reynders McVeigh Capital Management
Massachusetts
$700K -$8.95K -14 -1%
JAG
1249
Journey Advisory Group
Kentucky
$698K – – –
TCPG
1250
Trivant Custom Portfolio Group
California
$694K – – –
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