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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1351
Interchange Capital Partners
Pennsylvania
$433K -$133K -278 -28%
WFA
1352
Wellspring Financial Advisors
Ohio
$433K +$54.9K +115 +13%
RC
1353
RBF Capital
California
$432K – – –
BPAMU
1354
BTG Pactual Asset Management US
New York
$432K +$477K +1,000 New
CIA
1355
Caerus Investment Advisors
Texas
$430K +$262K +550 +124%
GHI
1356
Gross & Hartman Investments
Pennsylvania
$429K +$473K +992 New
CT
1357
Clearstead Trust
Maine
$428K -$27.7K -58 -6%
IRC
1358
Investors Research Corp
Georgia
$422K +$466K +977 New
MWM
1359
Maridea Wealth Management
New York
$422K +$466K +977 New
EFMH
1360
E Fund Management (HK)
Hong Kong
$422K +$40.1K +84 +9%
1SB
1361
1ST Source Bank
Indiana
$422K +$17.6K +37 +4%
BOM
1362
Bank of Marin
California
$421K +$56.3K +118 +14%
LIM
1363
Leavell Investment Management
Alabama
$420K -$50.6K -106 -10%
OFG
1364
Oxford Financial Group
Indiana
$419K -$20.5K -43 -4%
TWM
1365
Tolleson Wealth Management
Texas
$419K – – –
KFAS
1366
Keating Financial Advisory Services
Kansas
$419K +$477 +1 +0.1%
TCOT
1367
Trust Company of Toledo
Ohio
$419K +$30.5K +64 +7%
AAS
1368
Ameritas Advisory Services
Nebraska
$417K +$29.1K +61 +7%
AWE
1369
Avidian Wealth Enterprises
Texas
$417K +$158K +332 +53%
GSIAS
1370
Garden State Investment Advisory Services
New Jersey
$416K -$129K -271 -22%
GSEP
1371
Golden State Equity Partners
California
$416K +$142K +298 +45%
TIA
1372
Tiemann Investment Advisors
California
$416K +$26.2K +55 +6%
PT
1373
Plimoth Trust
Massachusetts
$416K – – –
HCM
1374
Hillman Capital Management
Maryland
$414K +$456K +957 New
HFW
1375
Horizon Family Wealth
Illinois
$414K +$4.29K +9 +0.9%
53 54
55
56 57