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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1326
Catalina Capital Group
California
$580K -$15.3K -24 -3%
VFA
1327
Voya Financial Advisors
Connecticut
$579K -$75.4K -118 -11%
NI
1328
Natural Investments
California
$577K +$587K +919 New
CD
1329
Chapin Davis
Maryland
$575K – – –
FFG
1330
Fiduciary Financial Group
California
$572K +$10.2K +16 +2%
GGI
1331
Godsey & Gibb Inc
Virginia
$569K – – –
MBTD
1332
Mechanics Bank - Trust Department
California
$568K +$174K +272 +43%
KWM
1333
KFG Wealth Management
Indiana
$566K +$28.8K +45 +5%
SACTSONJ
1334
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$566K – – –
AIC
1335
Argus Investors Counsel
New York
$563K -$27.5K -43 -5%
MWM
1336
MorganRosel Wealth Management
Colorado
$563K -$155K -243 -21%
CCIA
1337
Campbell & Co Investment Adviser
Maryland
$562K -$960K -1,503 -63%
BDFN
1338
Bond & Devick Financial Network
Minnesota
$561K – – –
FAM
1339
Fred Alger Management
New York
$560K -$130K -204 -19%
CDDEC
1340
Caisse Des Depots Et Consignations
France
$560K +$569K +891 New
JWA
1341
JFS Wealth Advisors
Pennsylvania
$560K +$1.28K +2 +0.2%
PL
1342
Plancorp LLC
Missouri
$559K +$12.1K +19 +2%
TW
1343
Transform Wealth
Colorado
$556K +$68.4K +107 +14%
CH
1344
Cromwell Holdings
Wyoming
$552K +$35.1K +55 +7%
MAG
1345
M3 Advisory Group
Massachusetts
$551K +$2.56K +4 +0.5%
TFF
1346
The Family Firm
Maryland
$548K – – –
BOC
1347
Bull Oak Capital
California
$547K – – –
PFA
1348
Pathway Financial Advisors
Vermont
$546K – – –
NAS
1349
Nicolet Advisory Services
Wisconsin
$544K +$47.9K +75 +9%
C
1350
Certuity
Florida
$542K +$55.6K +87 +11%
52 53
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