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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1551
LVZ Inc
Michigan
$432K +$456K +633 New
WA
1552
WP Advisors
California
$432K – – –
RP
1553
Riverwater Partners
Wisconsin
$429K -$8.65K -12 -2%
ILI
1554
Invesco LLC (Illinois)
Illinois
$428K – – –
OIS
1555
OneAscent Investment Solutions
Alabama
$427K +$146K +202 +48%
RSWM
1556
Robertson Stephens Wealth Management
California
$426K +$70.6K +98 +19%
VBFP
1557
Valtinson Bruner Financial Planning
Minnesota
$425K +$721 +1 +0.2%
EW
1558
Elyxium Wealth
California
$424K +$7.21K +10 +2%
FA
1559
Faithward Advisors
Pennsylvania
$423K -$59.8K -83 -12%
FC
1560
Financial Consulate
Maryland
$423K +$446K +619 New
CM
1561
Cercano Management
Washington
$423K – – –
BIA
1562
Bigelow Investment Advisors
Maine
$422K -$23.1K -32 -5%
SFS
1563
Security Financial Services
Indiana
$421K -$15.1K -21 -3%
RF
1564
Rossby Financial
Florida
$421K -$103K -143 -19%
DIS
1565
Diversified Investment Strategies
Louisiana
$419K – – –
JCM
1566
Jacobsen Capital Management
Utah
$419K +$721 +1 +0.2%
TA
1567
TFB Advisors
Kansas
$419K -$157K -218 -25%
JHP
1568
James Hambro & Partners
United Kingdom
$416K – – –
JTWM
1569
Jackson Thornton Wealth Management
Alabama
$416K +$257K +356 +129%
CCM
1570
Cinctive Capital Management
New York
$416K +$439K +609 New
NAM
1571
NTV Asset Management
West Virginia
$414K +$1.44K +2 +0.3%
BFA
1572
Bragg Financial Advisors
North Carolina
$412K – – –
SAM
1573
Strategy Asset Managers
California
$412K +$226K +314 +108%
MCM
1574
Manchester Capital Management
Vermont
$412K -$234K -324 -35%
CAM
1575
Columbia Asset Management
Michigan
$411K – – –
61 62
63
64 65