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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1376
Catalyst Private Wealth
California
$677K -$58.9K -87 -9%
RWP
1377
Revolve Wealth Partners
New Jersey
$677K +$22.3K +33 +4%
AGWCA
1378
Annis Gardner Whiting Capital Advisors
Florida
$676K +$73.8K +109 +15%
SS
1379
Sunbelt Securities
Texas
$676K +$183K +270 +34%
TA
1380
TFB Advisors
Kansas
$674K +$1.35K +2 +0.2%
BWP
1381
Baldwin Wealth Partners
Massachusetts
$673K – – –
MBTD
1382
Mechanics Bank - Trust Department
California
$673K -$33.8K -50 -6%
BRWA
1383
B. Riley Wealth Advisors
Florida
$671K +$577K +852 New
SM
1384
Sciencast Management
New Jersey
$669K +$575K +850 New
CCM
1385
Chilton Capital Management
Texas
$666K +$58.9K +87 +11%
VC
1386
Veery Capital
Delaware
$666K +$34.5K +51 +6%
PTC
1387
Private Trust Company
Ohio
$666K -$50.1K -74 -8%
FAIM
1388
Financial Advocates Investment Management
Washington
$664K -$322K -476 -36%
TBT
1389
Texas Bank & Trust
Texas
$664K +$30.5K +45 +6%
SI
1390
Severin Investments
Missouri
$663K +$677 +1 +0.1%
CBT
1391
CoreFirst Bank & Trust
Kansas
$662K – – –
KA
1392
KDT Advisors
New York
$662K – – –
MC
1393
Moors & Cabot
Massachusetts
$661K +$2.03K +3 +0.4%
AWM
1394
Aprio Wealth Management
Georgia
$658K +$183K +271 +48%
FFA
1395
Fortune Financial Advisors
Kansas
$656K +$4.74K +7 +0.8%
RS
1396
R Squared
Hong Kong
$654K +$562K +830 New
NG
1397
Novem Group
New York
$653K +$13.5K +20 +2%
BI
1398
BlueSpruce Investments
Illinois
$653K -$380K -562 -40%
BSHC
1399
Breed's Hill Capital
Massachusetts
$652K -$677 -1 -0.1%
CT
1400
Caldwell Trust
Florida
$651K – – –
54 55
56
57 58