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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1276
DGS Capital Management
New Jersey
$581K -$55.2K -92 -9%
WI
1277
WrapManager Inc
California
$579K +$566K +943 New
OFS
1278
OneAscent Financial Services
Alabama
$578K +$282K +469 +99%
CAG
1279
Csenge Advisory Group
Florida
$578K +$23.4K +39 +4%
MAM
1280
MWA Asset Management
Massachusetts
$576K -$7.21K -12 -1%
FFA
1281
Founders Financial Alliance
North Carolina
$575K +$148K +247 +36%
CD
1282
Chapin Davis
Maryland
$569K – – –
BIA
1283
Bell Investment Advisors
California
$568K -$1.8K -3 -0.3%
WA
1284
Wealthstar Advisors
Texas
$568K – – –
SMA
1285
Seven Mile Advisory
New Jersey
$564K -$32.4K -54 -6%
PTC
1286
Private Trust Company
Ohio
$564K -$13.8K -23 -2%
AWM
1287
Ariadne Wealth Management
California
$559K +$5.41K +9 +1%
GGI
1288
Godsey & Gibb Inc
Virginia
$556K – – –
BDFN
1289
Bond & Devick Financial Network
Minnesota
$555K – – –
MBTD
1290
Mechanics Bank - Trust Department
California
$555K – – –
MWM
1291
MorganRosel Wealth Management
Colorado
$554K +$4.8K +8 +0.9%
RSWM
1292
Robertson Stephens Wealth Management
California
$554K -$143K -238 -21%
AR
1293
Apeiron RIA
Texas
$553K +$27.6K +46 +5%
SACTSONJ
1294
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
PL
1295
Plancorp LLC
Missouri
$552K +$6K +10 +1%
NI
1296
Natural Investments
California
$548K -$15K -25 -3%
MWM
1297
Modern Wealth Management
Kansas
$548K +$274K +456 +105%
CDDEC
1298
Caisse Des Depots Et Consignations
France
$547K – – –
NAS
1299
Nicolet Advisory Services
Wisconsin
$546K +$43.2K +72 +8%
GLR
1300
Great Lakes Retirement
Ohio
$546K -$52.8K -88 -9%
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