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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1526
New England Research & Management
Illinois
$361K – – –
4A
1527
4Wealth Advisors
Illinois
$361K +$367K +574 New
VWM
1528
Vigilare Wealth Management
Arizona
$360K – – –
CS
1529
Crescent Sterling
Louisiana
$360K +$40.9K +64 +13%
LP
1530
LGL Partners
Pennsylvania
$360K -$1.28K -2 -0.3%
CFO
1531
CVA Family Office
Colorado
$360K +$26.2K +41 +8%
BAM
1532
Belpointe Asset Management
Nevada
$359K -$11.5K -18 -3%
PG
1533
Proffitt & Goodson
Tennessee
$359K +$2.56K +4 +0.7%
SPWM
1534
Spartan Planning & Wealth Management
North Carolina
$358K +$364K +569 New
SW
1535
Simplicity Wealth
New Jersey
$357K -$12.1K -19 -3%
WMA
1536
Wealth Management Associates
New Jersey
$356K – – –
HFA
1537
High Falls Advisors
New York
$356K -$1.92K -3 -0.5%
BLAM
1538
Bourne Lent Asset Management
New York
$356K -$153K -239 -30%
FA
1539
Fermata Advisors
California
$355K -$21.1K -33 -6%
WMP
1540
Wealth Management Partners
Arizona
$355K -$46.6K -73 -11%
AWM
1541
Avior Wealth Management
Nebraska
$355K +$250K +392 +228%
LAMNM
1542
Longview Asset Management (New Mexico)
New Mexico
$354K +$360K +563 New
AWM
1543
Atticus Wealth Management
Florida
$353K +$24.9K +39 +7%
ACM
1544
Andina Capital Management
Utah
$351K +$9.59K +15 +3%
WP
1545
WMS Partners
Maryland
$350K +$115K +180 +48%
BB
1546
Busey Bank
Illinois
$349K +$7.03K +11 +2%
SIM
1547
Studio Investment Management
Illinois
$348K -$4.47K -7 -1%
VAM
1548
Verity Asset Management
North Carolina
$347K – – –
LWM
1549
Lionshead Wealth Management
New York
$347K +$353K +552 New
PCMH
1550
Polymer Capital Management (HK)
Hong Kong
$346K +$31.9K +50 +10%
60 61
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63 64