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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1276
Catalyst Financial Partners
Massachusetts
$333K +$47.7K +109 +18%
JBA
1277
Johnson Bixby & Associates
Washington
$332K – – –
KGC
1278
Kennon-Green & Company
Ohio
$332K +$876 +2 +0.3%
MCC
1279
Malaga Cove Capital
California
$332K – – –
PS
1280
Planned Solutions
California
$331K – – –
TNB
1281
Thomasville National Bank
Georgia
$330K – – –
WMA
1282
Wealth Management Associates
New Jersey
$330K -$24.5K -56 -7%
WA
1283
WP Advisors
California
$329K -$876 -2 -0.3%
TWM
1284
Tanager Wealth Management
United Kingdom
$329K -$16.2K -37 -5%
BWP
1285
Bernardo Wealth Planning
Pennsylvania
$329K – – –
DLA
1286
Douglas Lane & Associates
New York
$329K – – –
MBTD
1287
Mechanics Bank - Trust Department
California
$329K +$95K +217 +43%
IFS
1288
Ifrah Financial Services
Arkansas
$328K -$6.13K -14 -2%
GDP
1289
Great Diamond Partners
Maine
$326K +$19.3K +44 +7%
NP
1290
Nilsine Partners
Colorado
$326K +$14.9K +34 +5%
LFA
1291
Legacy Financial Advisors
Kentucky
$326K +$41.2K +94 +15%
LAM
1292
L2 Asset Management
Massachusetts
$323K +$22.3K +51 +8%
DIS
1293
Diversified Investment Strategies
Louisiana
$323K – – –
SQA
1294
Simon Quick Advisors
New Jersey
$322K +$10.1K +23 +3%
SMA
1295
Sage Mountain Advisors
Georgia
$322K +$61.3K +140 +25%
CICI
1296
Capital Investment Counsel Inc
North Carolina
$321K – – –
KFS
1297
Kaizen Financial Strategies
California
$320K – – –
MIS
1298
Morningstar Investment Services
Illinois
$317K +$58.7K +134 +24%
PFS
1299
Prospera Financial Services
Texas
$317K +$15.3K +35 +5%
JGUA
1300
John G. Ullman & Associates
New York
$309K – – –
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