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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1251
Defiance ETFs
New York
$283K +$50.2K +144 +16%
PPW
1252
Parcion Private Wealth
Washington
$282K -$17.8K -51 -5%
IRC
1253
Investors Research Corp
Georgia
$281K +$34.8K +100 +10%
NRS
1254
Neville Rodie & Shaw
New York
$279K – – –
MEAC
1255
M.E. Allison & Co
Texas
$278K +$80.1K +230 +28%
IAS
1256
Insigneo Advisory Services
Florida
$274K -$322K -923 -47%
HWA
1257
Heritage Wealth Advisors
Virginia
$274K +$348 +1 +0.1%
CFA
1258
Capstone Financial Advisors
Illinois
$274K +$174K +500 +91%
IB
1259
Intrust Bank
Kansas
$272K -$386K -1,107 -51%
ICP
1260
Interchange Capital Partners
Pennsylvania
$272K +$112K +322 +45%
PCA
1261
Pallas Capital Advisors
Massachusetts
$272K -$392K -1,126 -52%
AWM
1262
Avior Wealth Management
Nebraska
$271K -$80.1K -230 -18%
RWP
1263
Revolve Wealth Partners
New Jersey
$271K +$65.5K +188 +22%
WBG
1264
Wharton Business Group
Pennsylvania
$270K – – –
DWM
1265
Drive Wealth Management
Utah
$270K -$116K -332 -24%
RWB
1266
RMR Wealth Builders
New Jersey
$270K -$110K -317 -23%
MWM
1267
Mosley Wealth Management
California
$268K +$346K +992 +2,918%
CIC
1268
Chilton Investment Company
Connecticut
$266K -$2.08M -5,982 -85%
TCM
1269
Traynor Capital Management
Pennsylvania
$266K +$59.9K +172 +20%
NHT
1270
New Hampshire Trust
New Hampshire
$266K -$26.5K -76 -7%
BCM
1271
Boltwood Capital Management
California
$266K +$152K +435 +75%
TTIC
1272
Tower Trust & Investment Company
Iowa
$265K -$79.4K -228 -18%
TWM
1273
Trevian Wealth Management
Massachusetts
$264K -$348 -1 -0.1%
PWP
1274
Principle Wealth Partners
Connecticut
$263K -$65.5K -188 -16%
PWP
1275
Ponta Wealth Partners
Florida
$263K +$186K +535 +113%
49 50
51
52 53