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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1776
Aspiriant LLC
California
$289K -$24.4K -36 -9%
CRWM
1777
Castle Rock Wealth Management
California
$289K +$1.35K +2 +0.5%
VAG
1778
VisionPoint Advisory Group
Texas
$288K +$248K +366 New
PCH
1779
PGIM Custom Harvest
New Jersey
$288K -$8.12K -12 -3%
OWM
1780
OneAscent Wealth Management
Alabama
$287K +$246K +364 New
HIG
1781
Heritage Investment Group
Florida
$286K +$677 +1 +0.3%
HI
1782
Harbour Investments
Wisconsin
$286K +$17.6K +26 +8%
RA
1783
Riversedge Advisors
Delaware
$285K +$245K +362 New
CWG
1784
Crown Wealth Group
North Carolina
$284K -$677 -1 -0.3%
CIC
1785
Crawford Investment Counsel
Georgia
$284K +$244K +360 New
ACI
1786
Alpha Cubed Investments
California
$284K +$244K +360 New
ABC
1787
Associated Banc-Corp
Wisconsin
$283K -$33.2K -49 -12%
XF
1788
XML Financial
Maryland
$282K -$1.35K -2 -0.6%
AB
1789
Atlas Brown
Kentucky
$280K -$5.41K -8 -2%
AWAU
1790
Alliance Wealth Advisors (Utah)
Utah
$280K +$240K +355 New
LF
1791
Lantz Financial
Illinois
$280K +$240K +355 New
GSWM
1792
Golden State Wealth Management
California
$279K +$12.2K +18 +5%
SGI
1793
Swan Global Investments
Colorado
$279K +$240K +354 New
CT
1794
Colonial Trust
South Carolina
$278K -$42.6K -63 -15%
PW
1795
PUREfi Wealth
Massachusetts
$278K +$16.2K +24 +7%
OF
1796
Optimize Financial
California
$278K -$1.35K -2 -0.6%
BOS
1797
Bank of Stockton
California
$278K – – –
AMCA
1798
Arthur M. Cohen & Associates
Illinois
$278K +$239K +353 New
TPWM
1799
Twelve Points Wealth Management
Massachusetts
$277K – – –
MQWP
1800
Morey & Quinn Wealth Partners
Nebraska
$277K +$15.6K +23 +7%
70 71
72
73 74