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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1251
Great Lakes Retirement
Ohio
$684K -$358K -577 -36%
FNBOH
1252
First National Bank of Hutchinson
Kansas
$678K -$37.2K -60 -5%
CCWM
1253
Correct Capital Wealth Management
Missouri
$676K +$234K +377 +58%
AF
1254
Aviso Financial
Ontario, Canada
$676K +$638K +1,029 New
EWA
1255
Exencial Wealth Advisors
Oklahoma
$674K -$48.4K -78 -7%
GFP
1256
Gryphon Financial Partners
Ohio
$673K -$141K -228 -18%
PCMC
1257
Planning Capital Management Corporation
Pennsylvania
$662K +$443K +714 +244%
CWM
1258
Circle Wealth Management
New Jersey
$662K +$625K +1,007 New
BOC
1259
Bull Oak Capital
California
$661K – – –
LI
1260
LRI Investments
Florida
$660K +$562K +906 +915%
AIC
1261
Argus Investors Counsel
New York
$660K -$32.9K -53 -5%
SHGA
1262
Sand Hill Global Advisors
California
$659K -$2.48K -4 -0.4%
BOH
1263
Bank of Hawaii
Hawaii
$659K -$1.14M -1,844 -65%
EWM
1264
Evercore Wealth Management
New York
$658K -$48.4K -78 -7%
GCM
1265
Graham Capital Management
Connecticut
$657K -$702K -1,131 -53%
GCM
1266
Glaxis Capital Management
Florida
$657K – – –
RC
1267
RBF Capital
California
$657K – – –
SPC
1268
Sigma Planning Corp
Michigan
$657K -$49.6K -80 -7%
FNT
1269
First National Trust
Pennsylvania
$657K +$22.3K +36 +4%
BIA
1270
Bell Investment Advisors
California
$654K +$3.1K +5 +0.5%
SMA
1271
Sage Mountain Advisors
Georgia
$653K +$31.6K +51 +5%
PCTC
1272
Perkins Coie Trust Company
Washington
$652K – – –
PFS
1273
Prospera Financial Services
Texas
$651K -$63.9K -103 -9%
CPW
1274
Catalyst Private Wealth
California
$650K -$7.44K -12 -1%
BC
1275
Burney Company
Virginia
$650K -$4.34K -7 -0.7%
49 50
51
52 53