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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1501
Tidemark
California
$523K -$201K -297 -31%
OCM
1502
One Capital Management
California
$522K +$174K +257 +63%
IIC
1503
Integrated Investment Consultants
Michigan
$519K -$10.2K -15 -2%
AWA
1504
Alta Wealth Advisors
Massachusetts
$519K +$113K +167 +34%
LWL
1505
Leo Wealth LLC
Texas
$517K +$214K +316 +93%
OC
1506
Oakworth Capital
Alabama
$515K -$141K -208 -24%
SPC
1507
Sigma Planning Corp
Michigan
$514K -$15.6K -23 -3%
PC
1508
Permanens Capital
New York
$513K +$98.8K +146 +29%
PIA
1509
Perennial Investment Advisors
California
$512K +$38.6K +57 +10%
NDSI
1510
Newman Dignan & Sheerar Inc
Rhode Island
$512K +$6.77K +10 +2%
BIA
1511
Bigelow Investment Advisors
Maine
$512K +$21.7K +32 +5%
KWM
1512
Keebeck Wealth Management
Illinois
$512K +$132K +195 +43%
MAG
1513
M3 Advisory Group
Massachusetts
$511K -$32.5K -48 -7%
DE
1514
Diversified Enterprises
Delaware
$511K +$11.5K +17 +3%
TNB
1515
Thomasville National Bank
Georgia
$509K – – –
WAG
1516
Winthrop Advisory Group
Massachusetts
$508K – – –
CNB
1517
Camden National Bank
Maine
$506K +$33.8K +50 +8%
LWM
1518
Latko Wealth Management
Illinois
$506K +$677 +1 +0.2%
HFAS
1519
Hummer Financial Advisory Services
Illinois
$504K – – –
SLT
1520
St Louis Trust
Missouri
$504K – – –
RP
1521
Riverwater Partners
Wisconsin
$504K +$17.6K +26 +4%
BAM
1522
Belpointe Asset Management
Nevada
$503K +$33.2K +49 +8%
SFS
1523
Security Financial Services
Indiana
$502K +$46K +68 +12%
CFO
1524
CVA Family Office
Colorado
$501K +$14.2K +21 +3%
CAL
1525
Capital Advisors Ltd
Ohio
$500K -$29.1K -43 -6%
59 60
61
62 63