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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1601
Ledyard National Bank
$299K -$60.1K -94 -17%
SFG
1602
Synergy Financial Group
California
$298K -$23.6K -37 -7%
OFS
1603
OneAscent Financial Services
Alabama
$297K -$158K -247 -34%
GFP
1604
Gryphon Financial Partners
Ohio
$296K -$328K -513 -52%
WC
1605
Wynn Capital
Georgia
$295K -$3.19K -5 -1%
CAC
1606
Certified Advisory Corp
Florida
$295K -$4.47K -7 -1%
OFS
1607
Orrstown Financial Services
Pennsylvania
$295K +$25.6K +40 +9%
AG
1608
AlTi Global
New York
$294K -$9.59K -15 -3%
CT
1609
Colonial Trust
South Carolina
$294K +$35.1K +55 +13%
NPT
1610
National Philanthropic Trust
Pennsylvania
$294K +$298K +467 New
BBNA
1611
Bremer Bank National Association
Minnesota
$292K -$8.31K -13 -3%
MAG
1612
MRA Advisory Group
New Jersey
$290K -$44.1K -69 -13%
BWS
1613
Broadway Wealth Solutions
Texas
$289K +$294K +460 New
NRC
1614
New Republic Capital
North Carolina
$289K +$16.6K +26 +6%
JC
1615
JB Capital
Connecticut
$289K -$36.4K -57 -11%
CHP
1616
Cable Hill Partners
Oregon
$289K -$1.28K -2 -0.4%
1WA
1617
180 Wealth Advisors
Washington
$288K -$7.03K -11 -2%
ES
1618
Eagle Strategies
New York
$288K +$2.56K +4 +0.9%
EWS
1619
Eagle Wealth Strategies
New Jersey
$287K +$5.75K +9 +2%
SIA
1620
Soltis Investment Advisors
Utah
$286K +$17.3K +27 +6%
OA
1621
Oxbow Advisors
Texas
$286K -$41.5K -65 -13%
KWM
1622
Keebeck Wealth Management
Illinois
$286K – – –
KPWG
1623
KFA Private Wealth Group
Virginia
$286K – – –
KFA
1624
Krane Funds Advisors
New York
$286K +$291K +455 New
LF
1625
LifeSteps Financial
California
$285K – – –
63 64
65
66 67