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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
1476
Hummer Financial Advisory Services
Illinois
$402K – – –
KWA
1477
Kingswood Wealth Advisors
California
$402K -$2.94M -4,601 -88%
BCM
1478
Berbice Capital Management
New York
$401K +$408K +638 New
HT
1479
Heritage Trust
Oklahoma
$400K +$406K +636 New
CG
1480
Cynosure Group
Utah
$396K -$94.6K -148 -19%
SIMG
1481
Sonora Investment Management Group
Arizona
$396K – – –
PWM
1482
Pacific Wealth Management
California
$395K -$21.1K -33 -5%
PWG
1483
Portside Wealth Group
Utah
$395K +$44.7K +70 +13%
GDP
1484
Great Diamond Partners
Maine
$394K +$10.9K +17 +3%
TWA
1485
TCI Wealth Advisors
Arizona
$392K -$78K -122 -16%
CNB
1486
Camden National Bank
Maine
$392K -$3.19K -5 -0.8%
WA
1487
WP Advisors
California
$391K +$639 +1 +0.2%
PPW
1488
Parcion Private Wealth
Washington
$390K – – –
AL
1489
Aspiriant LLC
California
$389K +$396K +619 New
CM
1490
Cercano Management
Washington
$389K – – –
MIM
1491
Morningstar Investment Management
Illinois
$389K – – –
RBFC
1492
Roman Butler Fullerton & Co
Missouri
$388K +$7.03K +11 +2%
CA
1493
Crewe Advisors
Utah
$388K +$394K +617 New
AIA
1494
Angeles Investment Advisors
California
$387K -$27.5K -43 -7%
DIS
1495
Diversified Investment Strategies
Louisiana
$386K – – –
PIA
1496
Perennial Investment Advisors
California
$385K +$32.6K +51 +9%
VBFP
1497
Valtinson Bruner Financial Planning
Minnesota
$385K – – –
FFO
1498
Fortitude Family Office
Arizona
$385K +$3.83K +6 +1%
TW
1499
Traveka Wealth
California
$384K +$28.1K +44 +8%
DWM
1500
David Wealth Management
Virginia
$383K +$389K +609 New
58 59
60
61 62