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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1601
New England Research & Management
Illinois
$393K -$7.93K -11 -2%
CCA
1602
Catalyst Capital Advisors
New York
$391K -$34.6K -48 -8%
WMA
1603
Wealth Management Associates
New Jersey
$390K – – –
HFA
1604
High Falls Advisors
New York
$390K +$721 +1 +0.2%
BAM
1605
Belpointe Asset Management
Nevada
$389K -$49.7K -69 -11%
KA
1606
Klingman & Associates
New York
$389K -$75K -104 -15%
BLAM
1607
Bourne Lent Asset Management
New York
$387K – – –
TFIPS
1608
Towarzystwo Funduszy Inwestycyjnych PZU SA
$386K +$14.4K +20 +4%
SC
1609
SouthState Corp
Florida
$385K -$26.7K -37 -6%
BPC
1610
Bryce Point Capital
New York
$385K -$298K -414 -42%
CC
1611
Corton Capital
Ontario, Canada
$384K +$405K +562 New
TCM
1612
Telos Capital Management
California
$382K -$18K -25 -4%
TCOT
1613
Trust Company of Toledo
Ohio
$380K +$66.3K +92 +20%
AWM
1614
Aviso Wealth Management
Washington
$378K -$5.77K -8 -1%
TFA
1615
Transamerica Financial Advisors
Florida
$377K +$378K +525 +1,875%
LW
1616
Libra Wealth
California
$377K -$15.1K -21 -4%
LI
1617
Lafayette Investments
Maryland
$375K +$34.6K +48 +10%
VVP
1618
Venture Visionary Partners
Ohio
$374K -$2.16K -3 -0.5%
TCM
1619
Tufton Capital Management
Maryland
$374K – – –
BMWS
1620
Brady Martz Wealth Solutions
North Dakota
$373K – – –
AR
1621
Apeiron RIA
Texas
$373K -$143K -198 -26%
SB
1622
Simmons Bank
Arkansas
$372K -$42.5K -59 -10%
DOA
1623
D'Orazio & Associates
Virginia
$371K +$2.16K +3 +0.6%
KWA
1624
Kingswood Wealth Advisors
California
$371K -$8.65K -12 -2%
OWA
1625
Opal Wealth Advisors
New York
$371K +$28.8K +40 +8%
63 64
65
66 67