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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1876
Ranch Capital Advisors
Florida
$246K – – –
CAM
1877
Covenant Asset Management
New Jersey
$246K – – –
YP
1878
YANKCOM Partnership
South Dakota
$246K +$26.4K +40 +12%
CWG
1879
Crown Wealth Group
North Carolina
$245K -$661 -1 -0.3%
SW
1880
SMART Wealth
Nebraska
$245K -$104K -158 -30%
TC
1881
Trilogy Capital
California
$244K +$28.4K +43 +13%
CC
1882
Citrine Capital
California
$244K – – –
GC
1883
Granville Capital
North Carolina
$244K +$243K +368 New
BB
1884
Berkshire Bank
Massachusetts
$244K -$141K -213 -37%
DIP
1885
DT Investment Partners
Pennsylvania
$242K +$46.3K +70 +24%
AIC
1886
Archer Investment Corporation
Indiana
$241K – – –
DTC
1887
Davidson Trust Company
Washington
$241K +$4.63K +7 +2%
BWM
1888
Brown Wealth Management
Illinois
$241K +$43K +65 +22%
OFO
1889
OneAscent Family Office
Alabama
$241K +$241K +364 New
CWM
1890
Concentrum Wealth Management
California
$240K -$21.8K -33 -8%
LWM
1891
Luminvest Wealth Management
Arizona
$240K – – –
FFO
1892
Fiduciary Family Office
Florida
$240K +$10.6K +16 +5%
1WA
1893
180 Wealth Advisors
Washington
$240K -$43.6K -66 -15%
SFGM
1894
Stonebridge Financial Group (Missouri)
Missouri
$239K +$238K +360 New
AG
1895
AlTi Global
New York
$239K -$19.2K -29 -7%
RFS
1896
Richardson Financial Services
Massachusetts
$238K +$204K +308 +604%
VCP
1897
Verus Capital Partners
Arizona
$237K +$16.5K +25 +8%
HCM
1898
Hengehold Capital Management
Ohio
$237K +$237K +358 New
OWM
1899
OneAscent Wealth Management
Alabama
$237K -$3.3K -5 -1%
LF
1900
Lantz Financial
Illinois
$236K -$11.2K -17 -5%
74 75
76
77 78