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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1301
Versor Investments
New York
$545K +$533K +888 New
SAA
1302
Southeast Asset Advisors
Georgia
$545K -$90.1K -150 -14%
WHCI
1303
W.H. Cornerstone Investments
Massachusetts
$541K -$111K -185 -17%
BOC
1304
Bull Oak Capital
California
$539K +$4.2K +7 +0.8%
VFA
1305
Voya Financial Advisors
Connecticut
$538K -$11.4K -19 -2%
AIC
1306
Argus Investors Counsel
New York
$538K -$11.4K -19 -2%
CT
1307
Chicago Trust
Illinois
$538K +$8.41K +14 +2%
MCC
1308
Malaga Cove Capital
California
$537K +$276K +459 +111%
TFF
1309
The Family Firm
Maryland
$536K +$1.2K +2 +0.2%
JWA
1310
JFS Wealth Advisors
Pennsylvania
$536K -$10.8K -18 -2%
EWA
1311
Exencial Wealth Advisors
Oklahoma
$535K +$32.4K +54 +7%
PFA
1312
Pathway Financial Advisors
Vermont
$534K – – –
OC
1313
Oakworth Capital
Alabama
$529K +$4.2K +7 +0.8%
ILI
1314
Invesco LLC (Illinois)
Illinois
$527K -$543K -905 -51%
MFA
1315
Mayflower Financial Advisors
Massachusetts
$527K +$230K +383 +80%
CH
1316
Cromwell Holdings
Wyoming
$526K -$13.2K -22 -3%
BWP
1317
Baldwin Wealth Partners
Massachusetts
$525K +$7.21K +12 +1%
TA
1318
TFB Advisors
Kansas
$524K -$140K -233 -21%
EWA
1319
EverSource Wealth Advisors
Alabama
$523K +$150K +250 +42%
WTB
1320
Washington Trust Bank
Washington
$520K +$7.21K +12 +1%
CT
1321
Clearstead Trust
Maine
$520K +$84.7K +141 +20%
CWG
1322
Cornerstone Wealth Group
North Carolina
$520K +$108K +180 +27%
SI
1323
Severin Investments
Missouri
$517K -$1.2K -2 -0.2%
CBT
1324
CoreFirst Bank & Trust
Kansas
$516K – – –
KA
1325
KDT Advisors
New York
$516K – – –
51 52
53
54 55