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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1276
Traynor Capital Management
Pennsylvania
$581K +$13.2K +22 +2%
DCM
1277
DGS Capital Management
New Jersey
$581K -$55.2K -92 -9%
WI
1278
WrapManager Inc
California
$579K +$566K +943 New
OFS
1279
OneAscent Financial Services
Alabama
$578K +$282K +469 +99%
CAG
1280
Csenge Advisory Group
Florida
$578K +$23.4K +39 +4%
MAM
1281
MWA Asset Management
Massachusetts
$576K -$7.21K -12 -1%
FFA
1282
Founders Financial Alliance
North Carolina
$575K +$148K +247 +36%
CD
1283
Chapin Davis
Maryland
$569K – – –
BIA
1284
Bell Investment Advisors
California
$568K -$1.8K -3 -0.3%
WA
1285
Wealthstar Advisors
Texas
$568K – – –
SMA
1286
Seven Mile Advisory
New Jersey
$564K -$32.4K -54 -6%
PTC
1287
Private Trust Company
Ohio
$564K -$13.8K -23 -2%
AWM
1288
Ariadne Wealth Management
California
$559K +$5.41K +9 +1%
GGI
1289
Godsey & Gibb Inc
Virginia
$556K – – –
BDFN
1290
Bond & Devick Financial Network
Minnesota
$555K – – –
MBTD
1291
Mechanics Bank - Trust Department
California
$555K – – –
MWM
1292
MorganRosel Wealth Management
Colorado
$554K +$4.8K +8 +0.9%
RSWM
1293
Robertson Stephens Wealth Management
California
$554K -$143K -238 -21%
AR
1294
Apeiron RIA
Texas
$553K +$27.6K +46 +5%
SACTSONJ
1295
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
PL
1296
Plancorp LLC
Missouri
$552K +$6K +10 +1%
NI
1297
Natural Investments
California
$548K -$15K -25 -3%
MWM
1298
Modern Wealth Management
Kansas
$548K +$274K +456 +105%
CDDEC
1299
Caisse Des Depots Et Consignations
France
$547K – – –
NAS
1300
Nicolet Advisory Services
Wisconsin
$546K +$43.2K +72 +8%
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