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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1301
Merit Financial Group
Georgia
$551K -$1.33M -2,411 -73%
CFP
1302
Catalyst Financial Partners
Massachusetts
$550K +$54.1K +98 +13%
SB
1303
Strategic Blueprint
Georgia
$547K +$244K +442 +102%
WSCM
1304
Wellington Shields Capital Management
New York
$547K +$483K +875 New
AR
1305
Apeiron RIA
Texas
$546K +$23.2K +42 +5%
LCWP
1306
Legacy Capital Wealth Partners
Arkansas
$543K +$46.9K +85 +11%
CIM
1307
Chapman Investment Management
California
$543K – – –
PFA
1308
Pathway Financial Advisors
Vermont
$543K – – –
CT
1309
Clearstead Trust
Maine
$543K +$1.1K +2 +0.2%
LAM
1310
L2 Asset Management
Massachusetts
$541K -$76.1K -138 -14%
HPIA
1311
Hamilton Point Investment Advisors
North Carolina
$541K – – –
CBT
1312
CoreFirst Bank & Trust
Kansas
$541K -$68.4K -124 -13%
ETIA
1313
Epic Trust Investment Advisors
Washington
$540K +$28.7K +52 +6%
GEM
1314
Global Endowment Management
North Carolina
$538K +$474K +860 New
MCWA
1315
Meadow Creek Wealth Advisors
Georgia
$536K +$473K +858 New
VT
1316
Vise Technologies
New York
$536K +$102K +185 +28%
FAN
1317
Financial Advisors Network
California
$533K +$84.4K +153 +22%
SB
1318
Simmons Bank
Arkansas
$528K +$45.8K +83 +11%
PL
1319
Plancorp LLC
Missouri
$526K +$22.6K +41 +5%
PFS
1320
Prospera Financial Services
Texas
$523K +$9.38K +17 +2%
MI
1321
Motiv8 Investments
Florida
$523K +$462K +837 New
NAMNJ
1322
NorthStar Asset Management (New Jersey)
New Jersey
$523K +$462K +837 New
PCIG
1323
Partners Capital Investment Group
Massachusetts
$523K -$13.8K -25 -3%
WTB
1324
Washington Trust Bank
Washington
$522K – – –
AOWM
1325
Alpha Omega Wealth Management
Virginia
$521K – – –
51 52
53
54 55