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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1376
Iconiq Capital
California
$211K -$18.5K -53 -6%
EWM
1377
Evercore Wealth Management
New York
$211K -$277K -795 -50%
AO
1378
Advisor OS
Illinois
$211K -$82.2K -236 -23%
MLL
1379
Moody Lynn & Lieberson
Massachusetts
$211K -$24K -69 -8%
SCA
1380
Stokes Capital Advisors
South Carolina
$210K -$1.27M -3,660 -82%
JSL
1381
JT Stratford LLC
Georgia
$210K +$280K +805 New
GBT
1382
Grove Bank & Trust
Florida
$210K -$39.7K -114 -12%
BWA
1383
BlueSky Wealth Advisors
North Carolina
$210K -$52.9K -152 -16%
AIA
1384
Aventus Investment Advisors
Florida
$209K +$60.6K +174 +28%
CCM
1385
Chiron Capital Management
Florida
$209K – – –
AOWM
1386
Alpha Omega Wealth Management
Virginia
$208K – – –
SIM
1387
Studio Investment Management
Illinois
$207K +$106K +303 +62%
IP
1388
Indivisible Partners
Florida
$207K +$276K +792 New
FIA
1389
Foundations Investment Advisors
Arizona
$207K +$27.9K +80 +11%
CCAL
1390
City Center Advisors LLC
Michigan
$206K +$275K +789 New
DWM
1391
Dakota Wealth Management
Florida
$206K -$9.06K -26 -3%
BC
1392
BDFS Capital
Delaware
$205K -$77.3K -222 -22%
BWP
1393
Baldwin Wealth Partners
Massachusetts
$204K -$5.85M -16,791 -96%
LCWP
1394
Legacy Capital Wealth Partners
Arkansas
$204K -$338K -969 -55%
QWM
1395
Quadcap Wealth Management
Texas
$204K -$380K -1,090 -58%
AL
1396
Aspiriant LLC
California
$202K +$269K +772 New
GSIAS
1397
Garden State Investment Advisory Services
New Jersey
$201K -$65.8K -189 -20%
KCM
1398
Kathmere Capital Management
Pennsylvania
$201K -$100K -287 -27%
PE
1399
PCM Encore
Colorado
$201K -$366K -1,052 -58%
OCM
1400
One Capital Management
California
$201K – – –
54 55
56
57 58