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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1301
Integrated Investment Consultants
Michigan
$251K +$103K +296 +44%
PDL
1302
Portfolio Design Labs
California
$251K +$5.92K +17 +2%
PT
1303
Plimoth Trust
Massachusetts
$251K – – –
PIA
1304
Perennial Investment Advisors
California
$251K +$106K +304 +46%
CFP
1305
Catalyst Financial Partners
Massachusetts
$250K -$253K -725 -43%
BHBT
1306
Burke & Herbert Bank & Trust
Virginia
$249K – – –
RP
1307
Riverwater Partners
Wisconsin
$249K -$365K -1,047 -52%
HFW
1308
Horizon Family Wealth
Illinois
$248K -$1.74K -5 -0.5%
NWA
1309
New World Advisors
Massachusetts
$248K +$331K +951 New
CJ
1310
Caitlin John
Michigan
$248K +$46.7K +134 +16%
SW
1311
SVB Wealth
Massachusetts
$248K -$106K -304 -24%
CIAS
1312
Capital Investment Advisory Services
North Carolina
$246K -$20.2K -58 -6%
ST
1313
Spinnaker Trust
Maine
$246K -$79.8K -229 -20%
BIA
1314
Bell Investment Advisors
California
$246K +$8.71K +25 +3%
WAP
1315
Wealthcare Advisory Partners
Pennsylvania
$246K -$68.3K -196 -17%
CAM
1316
Cidel Asset Management
Ontario, Canada
$245K +$92K +264 +39%
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$243K -$52.9K -152 -14%
SF
1318
Succession Financial
Texas
$241K +$322K +925 New
GIA
1319
Gladstone Institutional Advisory
Florida
$241K -$297K -853 -48%
SAG
1320
SageView Advisory Group
California
$241K -$76.3K -219 -19%
MWS
1321
MFA Wealth Services
California
$240K +$132K +378 +70%
BTWM
1322
Baker Tilly Wealth Management
Wisconsin
$240K +$320K +920 New
IFU
1323
iSAM Funds (UK)
United Kingdom
$240K +$320K +920 New
BC
1324
Bridgefront Capital
Texas
$239K +$319K +916 New
RS
1325
Rakuten Securities
Japan
$238K +$173K +497 +120%
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