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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1501
Crews Bank & Trust
Florida
$524K – – –
T
1502
Tidemark
California
$523K -$201K -297 -31%
OCM
1503
One Capital Management
California
$522K +$174K +257 +63%
IIC
1504
Integrated Investment Consultants
Michigan
$519K -$10.2K -15 -2%
AWA
1505
Alta Wealth Advisors
Massachusetts
$519K +$113K +167 +34%
LWL
1506
Leo Wealth LLC
Texas
$517K +$214K +316 +93%
OC
1507
Oakworth Capital
Alabama
$515K -$141K -208 -24%
SPC
1508
Sigma Planning Corp
Michigan
$514K -$15.6K -23 -3%
PC
1509
Permanens Capital
New York
$513K +$98.8K +146 +29%
PIA
1510
Perennial Investment Advisors
California
$512K +$38.6K +57 +10%
NDSI
1511
Newman Dignan & Sheerar Inc
Rhode Island
$512K +$6.77K +10 +2%
BIA
1512
Bigelow Investment Advisors
Maine
$512K +$21.7K +32 +5%
KWM
1513
Keebeck Wealth Management
Illinois
$512K +$132K +195 +43%
MAG
1514
M3 Advisory Group
Massachusetts
$511K -$32.5K -48 -7%
DE
1515
Diversified Enterprises
Delaware
$511K +$11.5K +17 +3%
TNB
1516
Thomasville National Bank
Georgia
$509K – – –
WAG
1517
Winthrop Advisory Group
Massachusetts
$508K – – –
CNB
1518
Camden National Bank
Maine
$506K +$33.8K +50 +8%
LWM
1519
Latko Wealth Management
Illinois
$506K +$677 +1 +0.2%
HFAS
1520
Hummer Financial Advisory Services
Illinois
$504K – – –
SLT
1521
St Louis Trust
Missouri
$504K – – –
RP
1522
Riverwater Partners
Wisconsin
$504K +$17.6K +26 +4%
BAM
1523
Belpointe Asset Management
Nevada
$503K +$33.2K +49 +8%
SFS
1524
Security Financial Services
Indiana
$502K +$46K +68 +12%
CFO
1525
CVA Family Office
Colorado
$501K +$14.2K +21 +3%
59 60
61
62 63