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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1876
Smith Salley Wealth Management
North Carolina
– -$932K -2,156 Closed
FFS
1877
Founders Financial Securities
Maryland
– -$730K -2,019 Closed
CF
1878
Convergence Financial
Missouri
– -$870K -2,013 Closed
BWM
1879
BAM Wealth Management
Colorado
– -$852K -1,970 Closed
BP
1880
BNP Paribas
France
– -$843K -1,959 Closed
UW
1881
Unique Wealth
Florida
– -$843K -1,949 Closed
WA
1882
Wealth Alliance
New York
– -$843K -1,949 Closed
AT
1883
Adelphi Trust
Florida
– -$821K -1,898 Closed
DCU
1884
Dara Capital US
Florida
– -$818K -1,892 Closed
SCI
1885
Stableford Capital II
Arizona
– -$793K -1,834 Closed
LCM
1886
Legato Capital Management
California
– -$765K -1,770 Closed
CAM
1887
Congress Asset Management
Massachusetts
– -$738K -1,708 Closed
WI
1888
WBI Investments
New Jersey
– -$735K -1,701 Closed
AP
1889
Anchyra Partners
Georgia
– -$714K -1,652 Closed
CM
1890
Capula Management
Cayman Islands
– -$705K -1,630 Closed
RCG
1891
Regatta Capital Group
California
– -$697K -1,612 Closed
BCM
1892
Barden Capital Management
Texas
– -$686K -1,587 Closed
BFO
1893
Biltmore Family Office
North Carolina
– -$685K -1,584 Closed
MC
1894
Maverick Capital
Texas
– -$676K -1,564 Closed
CWP
1895
Curated Wealth Partners
California
– -$654K -1,512 Closed
RAM
1896
Robinhood Asset Management
California
– -$648K -1,498 Closed
RA
1897
Range Advisory
Virginia
– -$643K -1,488 Closed
AA
1898
Advisory Advocates
Michigan
– -$622K -1,439 Closed
BHC
1899
Bull Harbor Capital
Maryland
– -$618K -1,430 Closed
B
1900
Barings
North Carolina
– -$608K -1,407 Closed
74 75
76
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