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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1301
American Trust
Kentucky
$748K +$9.37K +13 +1%
AWM
1302
Avior Wealth Management
Nebraska
$747K +$80.7K +112 +11%
LA
1303
LVW Advisors
New York
$747K +$47.6K +66 +6%
RPWA
1304
Regent Peak Wealth Advisors
Georgia
$744K +$785K +1,089 New
OFS
1305
OneAscent Financial Services
Alabama
$743K +$147K +204 +23%
SMA
1306
Seven Mile Advisory
New Jersey
$742K +$110K +153 +16%
HWA
1307
Heritage Wealth Advisors
Virginia
$740K -$95.9K -133 -11%
1SB
1308
1ST Source Bank
Indiana
$740K – – –
BFM
1309
Boothbay Fund Management
New York
$738K +$427K +593 +122%
KLCM
1310
KG&L Capital Management
Louisiana
$736K +$777K +1,078 New
EB
1311
Eastern Bank
Massachusetts
$735K -$29.6K -41 -4%
VWM
1312
Valley Wealth Managers
New Jersey
$733K +$774K +1,074 New
NG
1313
Novem Group
New York
$733K +$176K +244 +29%
RDWM
1314
Red Door Wealth Management
Tennessee
$732K +$15.1K +21 +2%
ECA
1315
Elevated Capital Advisors
Utah
$732K -$218K -303 -22%
WA
1316
Wealth Architects
California
$732K -$93K -129 -11%
GC
1317
Grimes & Company
Massachusetts
$731K +$492K +683 +176%
PWS
1318
Precision Wealth Strategies
Missouri
$729K +$12.3K +17 +2%
APW
1319
Aventura Private Wealth
Florida
$729K +$33.9K +47 +5%
PT
1320
Plimoth Trust
Massachusetts
$725K -$39.6K -55 -5%
SFCL
1321
Strengthening Families & Communities LLC
Massachusetts
$720K +$760K +1,054 New
BRWA
1322
B. Riley Wealth Advisors
Florida
$719K +$145K +201 +24%
DCM
1323
DGS Capital Management
New Jersey
$717K +$70.6K +98 +10%
VHAM
1324
Van Hulzen Asset Management
California
$715K -$85.1K -118 -10%
RCAG
1325
Rehmann Capital Advisory Group
Michigan
$714K +$752K +1,043 New
51 52
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