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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1876
Main Street Financial Solutions
Pennsylvania
$247K -$139K -211 -36%
BCM
1877
Bayesian Capital Management
New York
$247K +$27.1K +41 +12%
RCA
1878
Ranch Capital Advisors
Florida
$246K – – –
CAM
1879
Covenant Asset Management
New Jersey
$246K – – –
YP
1880
YANKCOM Partnership
South Dakota
$246K +$26.4K +40 +12%
CWG
1881
Crown Wealth Group
North Carolina
$245K -$661 -1 -0.3%
SW
1882
SMART Wealth
Nebraska
$245K -$104K -158 -30%
TC
1883
Trilogy Capital
California
$244K +$28.4K +43 +13%
CC
1884
Citrine Capital
California
$244K – – –
GC
1885
Granville Capital
North Carolina
$244K +$243K +368 New
BB
1886
Berkshire Bank
Massachusetts
$244K -$141K -213 -37%
DIP
1887
DT Investment Partners
Pennsylvania
$242K +$46.3K +70 +24%
AIC
1888
Archer Investment Corporation
Indiana
$241K – – –
DTC
1889
Davidson Trust Company
Washington
$241K +$4.63K +7 +2%
BWM
1890
Brown Wealth Management
Illinois
$241K +$43K +65 +22%
OFO
1891
OneAscent Family Office
Alabama
$241K +$241K +364 New
CWM
1892
Concentrum Wealth Management
California
$240K -$21.8K -33 -8%
LWM
1893
Luminvest Wealth Management
Arizona
$240K – – –
FFO
1894
Fiduciary Family Office
Florida
$240K +$10.6K +16 +5%
1WA
1895
180 Wealth Advisors
Washington
$240K -$43.6K -66 -15%
SFGM
1896
Stonebridge Financial Group (Missouri)
Missouri
$239K +$238K +360 New
AG
1897
AlTi Global
New York
$239K -$19.2K -29 -7%
RFS
1898
Richardson Financial Services
Massachusetts
$238K +$204K +308 +604%
VCP
1899
Verus Capital Partners
Arizona
$237K +$16.5K +25 +8%
HCM
1900
Hengehold Capital Management
Ohio
$237K +$237K +358 New
74 75
76
77 78