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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Aviso Wealth Management
Washington
$356K +$130K +217 +60%
BBNA
1502
Bremer Bank National Association
Minnesota
$354K +$67.9K +113 +24%
EW
1503
Elyxium Wealth
California
$351K +$343K +572 New
TCM
1504
Telos Capital Management
California
$350K -$18K -30 -5%
SFS
1505
Security Financial Services
Indiana
$349K +$37.8K +63 +12%
HFA
1506
High Falls Advisors
New York
$348K – – –
BLAM
1507
Bourne Lent Asset Management
New York
$348K – – –
CCB
1508
Country Club Bank
Missouri
$347K – – –
AWM
1509
Aprio Wealth Management
Georgia
$347K +$33.6K +56 +11%
LAMNM
1510
Longview Asset Management (New Mexico)
New Mexico
$346K – – –
NMG
1511
New Millennium Group
Utah
$345K -$1.27M -2,113 -79%
WMA
1512
Wealth Management Associates
New Jersey
$345K -$3K -5 -0.9%
BC
1513
Burney Company
Virginia
$345K +$81.7K +136 +32%
SIA
1514
Soltis Investment Advisors
Utah
$343K +$62.5K +104 +23%
DOA
1515
D'Orazio & Associates
Virginia
$341K +$23.4K +39 +8%
IUHSA
1516
Itau Unibanco Holding S.A.
Brazil
$340K +$333K +554 New
ALAM
1517
Asahi Life Asset Management
Japan
$340K -$324K -540 -49%
AWA
1518
AGH Wealth Advisors
Kansas
$338K -$29.4K -49 -8%
JCM
1519
Jacobsen Capital Management
Utah
$338K +$21K +35 +7%
TC
1520
Truvestments Capital
Florida
$338K -$322K -537 -49%
BMWS
1521
Brady Martz Wealth Solutions
North Dakota
$338K +$1.2K +2 +0.4%
SWM
1522
Scissortail Wealth Management
Oklahoma
$336K -$150K -250 -31%
LW
1523
Libra Wealth
California
$336K – – –
AWA
1524
Authentikos Wealth Advisory
California
$335K – – –
TP
1525
Tranquility Partners
Tennessee
$335K +$3K +5 +0.9%
59 60
61
62 63