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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1301
Great Lakes Retirement
Ohio
$546K -$52.8K -88 -9%
VI
1302
Versor Investments
New York
$545K +$533K +888 New
SAA
1303
Southeast Asset Advisors
Georgia
$545K -$90.1K -150 -14%
WHCI
1304
W.H. Cornerstone Investments
Massachusetts
$541K -$111K -185 -17%
BOC
1305
Bull Oak Capital
California
$539K +$4.2K +7 +0.8%
VFA
1306
Voya Financial Advisors
Connecticut
$538K -$11.4K -19 -2%
AIC
1307
Argus Investors Counsel
New York
$538K -$11.4K -19 -2%
CT
1308
Chicago Trust
Illinois
$538K +$8.41K +14 +2%
MCC
1309
Malaga Cove Capital
California
$537K +$276K +459 +111%
TFF
1310
The Family Firm
Maryland
$536K +$1.2K +2 +0.2%
JWA
1311
JFS Wealth Advisors
Pennsylvania
$536K -$10.8K -18 -2%
EWA
1312
Exencial Wealth Advisors
Oklahoma
$535K +$32.4K +54 +7%
PFA
1313
Pathway Financial Advisors
Vermont
$534K – – –
OC
1314
Oakworth Capital
Alabama
$529K +$4.2K +7 +0.8%
ILI
1315
Invesco LLC (Illinois)
Illinois
$527K -$543K -905 -51%
MFA
1316
Mayflower Financial Advisors
Massachusetts
$527K +$230K +383 +80%
CH
1317
Cromwell Holdings
Wyoming
$526K -$13.2K -22 -3%
BWP
1318
Baldwin Wealth Partners
Massachusetts
$525K +$7.21K +12 +1%
TA
1319
TFB Advisors
Kansas
$524K -$140K -233 -21%
EWA
1320
EverSource Wealth Advisors
Alabama
$523K +$150K +250 +42%
WTB
1321
Washington Trust Bank
Washington
$520K +$7.21K +12 +1%
CT
1322
Clearstead Trust
Maine
$520K +$84.7K +141 +20%
CWG
1323
Cornerstone Wealth Group
North Carolina
$520K +$108K +180 +27%
SI
1324
Severin Investments
Missouri
$517K -$1.2K -2 -0.2%
CBT
1325
CoreFirst Bank & Trust
Kansas
$516K – – –
51 52
53
54 55