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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1876
WBI Investments
New Jersey
– -$735K -1,701 Closed
AP
1877
Anchyra Partners
Georgia
– -$714K -1,652 Closed
CM
1878
Capula Management
Cayman Islands
– -$705K -1,630 Closed
RCG
1879
Regatta Capital Group
California
– -$697K -1,612 Closed
BCM
1880
Barden Capital Management
Texas
– -$686K -1,587 Closed
BFO
1881
Biltmore Family Office
North Carolina
– -$685K -1,584 Closed
MC
1882
Maverick Capital
Texas
– -$676K -1,564 Closed
CWP
1883
Curated Wealth Partners
California
– -$654K -1,512 Closed
RAM
1884
Robinhood Asset Management
California
– -$648K -1,498 Closed
AA
1885
Advisory Advocates
Michigan
– -$622K -1,439 Closed
BHC
1886
Bull Harbor Capital
Maryland
– -$618K -1,430 Closed
B
1887
Barings
North Carolina
– -$608K -1,407 Closed
CCA
1888
Coign Capital Advisors
Utah
– -$591K -1,367 Closed
DCM
1889
Donaldson Capital Management
Indiana
– -$590K -1,364 Closed
HFO
1890
Heritage Family Offices
Arizona
– -$588K -1,360 Closed
BC
1891
Burney Company
Virginia
– -$562K -1,299 Closed
MFIM
1892
Mesirow Financial Investment Management
Illinois
– -$558K -1,289 Closed
BCAM
1893
Boston Common Asset Management
Massachusetts
– -$557K -1,288 Closed
AWP
1894
Abacus Wealth Partners
California
– -$556K -1,286 Closed
DIP
1895
Davis Investment Partners
North Carolina
– -$553K -1,280 Closed
AAS
1896
Annex Advisory Services
Wisconsin
– -$543K -1,256 Closed
CWA
1897
Canvas Wealth Advisors
Kansas
– -$535K -1,238 Closed
GCM
1898
Greenland Capital Management
New York
– -$530K -1,225 Closed
HPM
1899
Hoxton Planning & Management
West Virginia
– -$521K -1,205 Closed
IAN
1900
Integrated Advisors Network
Texas
– -$506K -1,171 Closed
74 75
76
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