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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1451
Resonant Capital Advisors
Wisconsin
$545K +$46.9K +71 +9%
MUMSS
1452
Mitsubishi UFJ Morgan Stanley Securities
Japan
$545K +$543K +822 New
3IP
1453
3Chopt Investment Partners
Virginia
$544K +$97.8K +148 +22%
AFW
1454
Avantra Family Wealth
Pennsylvania
$539K +$16.5K +25 +3%
MBTD
1455
Mechanics Bank - Trust Department
California
$539K – – –
LWL
1456
Leo Wealth LLC
Texas
$538K +$282K +427 +111%
CC
1457
Capital Counsel
New York
$537K +$661 +1 +0.1%
UFA
1458
Unify Financial Advisors
Florida
$536K +$535K +809 New
HCA
1459
Hardworking Capital Advisors
California
$534K +$533K +806 New
TWG
1460
The Wealth Group
Minnesota
$532K – – –
SPWG
1461
Sage Private Wealth Group
Illinois
$531K +$14.5K +22 +3%
UIA
1462
Ulland Investment Advisors
Minnesota
$531K -$21.1K -32 -4%
WHCI
1463
W.H. Cornerstone Investments
Massachusetts
$531K +$661 +1 +0.1%
KGC
1464
Kennon-Green & Company
Ohio
$529K -$3.3K -5 -0.6%
OL
1465
OneFund LLC
Florida
$527K +$28.4K +43 +6%
CCA
1466
Conestoga Capital Advisors
Pennsylvania
$527K +$13.2K +20 +3%
SB
1467
Simmons Bank
Arkansas
$525K +$164K +248 +46%
PB
1468
Prosperity Bancshares
Texas
$525K +$524K +793 New
AOWM
1469
Alpha Omega Wealth Management
Virginia
$525K – – –
TPWA
1470
Twin Peaks Wealth Advisors
California
$524K -$37K -56 -4%
WTB
1471
Washington Trust Bank
Washington
$523K +$15.2K +23 +3%
CG
1472
Cynosure Group
Utah
$522K +$66.1K +100 +15%
CIM
1473
Cambria Investment Management
California
$521K +$131K +198 +34%
SAG
1474
SageView Advisory Group
California
$519K +$52.2K +79 +11%
SEIA
1475
Signature Estate & Investment Advisors
California
$519K -$4.63K -7 -0.9%
57 58
59
60 61