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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1726
Blue Chip Partners
Michigan
$210K -$1.86K -3 -0.9%
WJA
1727
Willis Johnson & Associates
Texas
$210K +$198K +319 New
RB
1728
Renasant Bank
Mississippi
$210K -$31K -50 -14%
GAM
1729
Gould Asset Management
California
$210K +$198K +319 New
FFA
1730
Florida Financial Advisors
Florida
$209K +$198K +319 New
HWM
1731
Hemington Wealth Management
Virginia
$209K +$3.1K +5 +2%
A
1732
AJOVista
Massachusetts
$209K – – –
AMCA
1733
Arthur M. Cohen & Associates
Illinois
$209K +$197K +318 New
D
1734
Diversified
Delaware
$209K +$197K +318 New
CWM
1735
Chesapeake Wealth Management
Virginia
$209K – – –
TPA
1736
Trivium Point Advisory
Connecticut
$208K +$197K +317 New
HIIFS
1737
Harel Insurance Investments & Financial Services
Israel
$208K -$276K -445 -58%
WP
1738
Westmount Partners
California
$207K – – –
LWL
1739
Leo Wealth LLC
Texas
$206K -$21.7K -35 -10%
RTC
1740
Riverview Trust Company
Washington
$206K – – –
RFM
1741
Royal Fund Management
Florida
$206K – – –
RS
1742
Retirement Solution
Washington
$205K -$1.86K -3 -1%
MSFS
1743
Main Street Financial Solutions
Pennsylvania
$205K +$194K +312 New
OAM
1744
Oxford Asset Management
United Kingdom
$205K +$194K +312 New
FBB
1745
Fulton Breakefield Broenniman
Maryland
$204K +$620 +1 +0.3%
EDRIA
1746
Edmonds Duncan Registered Investment Advisors
Kansas
$204K – – –
VDI
1747
Vaughan David Investments
Illinois
$202K +$191K +308 New
CWAG
1748
Compton Wealth Advisory Group
Virginia
$202K +$190K +307 New
OCM
1749
One Capital Management
California
$202K +$190K +307 New
CP
1750
Canopy Partners
Ohio
$201K -$66.4K -107 -26%
68 69
70
71 72