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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1651
Colonial Trust
South Carolina
$255K -$31.2K -52 -11%
PCA
1652
Pallas Capital Advisors
Massachusetts
$255K +$249K +415 New
PFA
1653
Pure Financial Advisors
California
$255K +$54K +90 +28%
CWM
1654
Concentrum Wealth Management
California
$255K -$14.4K -24 -5%
AAS
1655
Ameritas Advisory Services
Nebraska
$255K -$366K -610 -60%
SP
1656
Stonebrook Private
Michigan
$254K +$12.6K +21 +5%
KIM
1657
Kestra Investment Management
Texas
$254K -$49.8K -83 -17%
EWA
1658
Etesian Wealth Advisors
Oregon
$254K – – –
JWM
1659
Jeppson Wealth Management
California
$254K +$1.8K +3 +0.7%
RIL
1660
Rothschild Investment LLC
Illinois
$253K -$7.81K -13 -3%
JAG
1661
Journey Advisory Group
Kentucky
$252K -$392K -652 -61%
TNA
1662
True North Advisors
Texas
$251K – – –
TSS
1663
Two Sigma Securities
New York
$251K -$1.66M -2,765 -87%
ABC
1664
Associated Banc-Corp
Wisconsin
$251K +$5.41K +9 +2%
OCM
1665
One Capital Management
California
$249K +$244K +406 New
PHWM
1666
Pine Harbor Wealth Management
Maryland
$248K +$601 +1 +0.2%
AL
1667
Aspiriant LLC
California
$248K -$130K -216 -35%
CP
1668
Canopy Partners
Ohio
$247K +$6.61K +11 +3%
BAAM
1669
Baker Avenue Asset Management
California
$247K +$9.01K +15 +4%
PMSA
1670
Patrick M. Sweeney & Associates
Illinois
$246K – – –
LJHT
1671
Laurie J. Hall Trustee
$246K – – –
CAM
1672
Carret Asset Management
New York
$246K – – –
FA
1673
Fortis Advisors
Pennsylvania
$246K – – –
LWM
1674
Luminvest Wealth Management
Arizona
$246K – – –
PBF
1675
Petix & Botte Financial
California
$246K – – –
65 66
67
68 69