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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1301
Riverwater Partners
Wisconsin
$249K -$365K -1,047 -52%
HFW
1302
Horizon Family Wealth
Illinois
$248K -$1.74K -5 -0.5%
NWA
1303
New World Advisors
Massachusetts
$248K +$331K +951 New
CJ
1304
Caitlin John
Michigan
$248K +$46.7K +134 +16%
SW
1305
SVB Wealth
Massachusetts
$248K -$106K -304 -24%
CIAS
1306
Capital Investment Advisory Services
North Carolina
$246K -$20.2K -58 -6%
ST
1307
Spinnaker Trust
Maine
$246K -$79.8K -229 -20%
BIA
1308
Bell Investment Advisors
California
$246K +$8.71K +25 +3%
WAP
1309
Wealthcare Advisory Partners
Pennsylvania
$246K -$68.3K -196 -17%
CAM
1310
Cidel Asset Management
Ontario, Canada
$245K +$92K +264 +39%
SF
1311
Succession Financial
Texas
$241K +$322K +925 New
GIA
1312
Gladstone Institutional Advisory
Florida
$241K -$297K -853 -48%
SAG
1313
SageView Advisory Group
California
$241K -$76.3K -219 -19%
MWS
1314
MFA Wealth Services
California
$240K +$132K +378 +70%
BTWM
1315
Baker Tilly Wealth Management
Wisconsin
$240K +$320K +920 New
IFU
1316
iSAM Funds (UK)
United Kingdom
$240K +$320K +920 New
BC
1317
Bridgefront Capital
Texas
$239K +$319K +916 New
RS
1318
Rakuten Securities
Japan
$238K +$173K +497 +120%
TCA
1319
Transcend Capital Advisors
New Jersey
$238K -$513K -1,474 -62%
WC
1320
Wexford Capital
Florida
$237K +$317K +909 New
IFWM
1321
Institute for Wealth Management
Colorado
$236K -$123K -354 -28%
GGI
1322
Godsey & Gibb Inc
Virginia
$236K – – –
BDFN
1323
Bond & Devick Financial Network
Minnesota
$236K – – –
CFO
1324
Cambient Family Office
Michigan
$236K +$49.8K +143 +19%
PCM
1325
PenderFund Capital Management
British Columbia, Canada
$235K – – –
51 52
53
54 55