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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1326
Virtue Capital Management
Tennessee
$715K -$12.3M -18,643 -94%
AT
1327
American Trust
Kentucky
$714K -$11.9K -18 -2%
LIM
1328
Leavell Investment Management
Alabama
$714K -$42.3K -64 -6%
NRS
1329
Neville Rodie & Shaw
New York
$708K -$72.7K -110 -9%
RDWM
1330
Red Door Wealth Management
Tennessee
$706K -$3.3K -5 -0.5%
JRPIM
1331
Journey Retirement Planning & Investment Management
Idaho
$705K +$703K +1,064 New
AWAU
1332
Alliance Wealth Advisors (Utah)
Utah
$700K -$443K -671 -39%
VHAM
1333
Van Hulzen Asset Management
California
$697K +$3.3K +5 +0.5%
CT
1334
Clearstead Trust
Maine
$694K -$33K -50 -5%
AWP
1335
Abacus Wealth Partners
California
$692K +$691K +1,045 New
RMCM
1336
Reynders McVeigh Capital Management
Massachusetts
$691K -$45.6K -69 -6%
EAM
1337
Exane Asset Management
France
$690K – – –
MWM
1338
MorganRosel Wealth Management
Colorado
$687K -$324K -491 -32%
VWM
1339
Valley Wealth Managers
New Jersey
$687K -$24.4K -37 -3%
WBG
1340
Wharton Business Group
Pennsylvania
$686K – – –
SFC
1341
SYM Financial Corp
Indiana
$684K -$155K -234 -18%
EWA
1342
Exencial Wealth Advisors
Oklahoma
$680K +$4.63K +7 +0.7%
MIM
1343
Morningstar Investment Management
Illinois
$675K -$8.19M -12,389 -92%
BHCM
1344
Brevan Howard Capital Management
Jersey
$674K -$2.19M -3,318 -77%
NRC
1345
New Republic Capital
North Carolina
$673K +$356K +538 +113%
TWM
1346
Trevian Wealth Management
Massachusetts
$672K +$2.64K +4 +0.4%
LFG
1347
Larson Financial Group
Missouri
$671K -$15.9K -24 -2%
OFG
1348
Oxford Financial Group
Indiana
$671K -$7.27K -11 -1%
HWA
1349
Heritage Wealth Advisors
Virginia
$671K -$47.6K -72 -7%
FC
1350
FORA Capital
Florida
$670K +$158K +239 New
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