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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
1401
Legacy Capital Wealth Partners
Arkansas
$204K -$338K -969 -55%
QWM
1402
Quadcap Wealth Management
Texas
$204K -$380K -1,090 -58%
AL
1403
Aspiriant LLC
California
$202K +$269K +772 New
GSIAS
1404
Garden State Investment Advisory Services
New Jersey
$201K -$65.8K -189 -20%
KCM
1405
Kathmere Capital Management
Pennsylvania
$201K -$100K -287 -27%
PE
1406
PCM Encore
Colorado
$201K -$366K -1,052 -58%
OCM
1407
One Capital Management
California
$201K – – –
BRWA
1408
B. Riley Wealth Advisors
Florida
$201K -$168K -481 -39%
GFA
1409
Godfrey Financial Associates
New York
$200K – – –
BWA
1410
Basecamp Wealth Advisors
Washington
$200K +$14.6K +42 +6%
OL
1411
OneFund LLC
Florida
$197K -$3.83K -11 -1%
GCP
1412
Gill Capital Partners
Colorado
$196K – – –
MCM
1413
Manchester Capital Management
Vermont
$195K -$5.92K -17 -2%
CBT
1414
CoreFirst Bank & Trust
Kansas
$193K – – –
CIP
1415
Castlefield Investment Partners
$190K +$55.4K +159 +28%
CSPIA
1416
Cary Street Partners Investment Advisory
Virginia
$188K -$341K -979 -58%
CAM
1417
Costello Asset Management
Pennsylvania
$187K – – –
USB
1418
Union Savings Bank
Connecticut
$184K – – –
PK
1419
Pflug Koory
Nebraska
$183K – – –
PG
1420
Proffitt & Goodson
Tennessee
$178K +$19.9K +57 +9%
DWM
1421
Dogwood Wealth Management
Kansas
$177K +$39.4K +113 +20%
OC
1422
Oakworth Capital
Alabama
$176K – – –
APW
1423
Aventura Private Wealth
Florida
$175K -$82.6K -237 -26%
AIM
1424
Acropolis Investment Management
Missouri
$171K +$697 +2 +0.3%
GWS
1425
Greykasell Wealth Strategies
California
$170K -$420K -1,205 -65%
55 56
57
58 59