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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2026
Busey Bank
Illinois
– -$280K -648 Closed
OWP
2027
Obermeyer Wealth Partners
Colorado
– -$280K -648 Closed
SPC
2028
Sigma Planning Corp
Michigan
– -$280K -648 Closed
SC
2029
Sepio Capital
Utah
– -$278K -643 Closed
HFAS
2030
Hummer Financial Advisory Services
Illinois
– -$277K -640 Closed
AA
2031
ABC Arbitrage
France
– -$275K -635 Closed
EW
2032
Elyxium Wealth
California
– -$274K -634 Closed
RFP
2033
Root Financial Partners
California
– -$274K -633 Closed
VIM
2034
Vancity Investment Management
British Columbia, Canada
– -$274K -633 Closed
ILI
2035
Invesco LLC (Illinois)
Illinois
– -$271K -627 Closed
BIA
2036
Bigelow Investment Advisors
Maine
– -$269K -623 Closed
MA
2037
MJP Associates
Connecticut
– -$269K -621 Closed
NDSI
2038
Newman Dignan & Sheerar Inc
Rhode Island
– -$268K -620 Closed
CM
2039
Cercano Management
Washington
– -$268K -619 Closed
KAM
2040
Knightsbridge Asset Management
California
– -$267K -618 Closed
WCM
2041
Wedge Capital Management
North Carolina
– -$267K -617 Closed
AC
2042
Apella Capital
Connecticut
– -$241K -614 Closed
DIS
2043
Diversified Investment Strategies
Louisiana
– -$265K -614 Closed
MCWA
2044
Meadow Creek Wealth Advisors
Georgia
– -$265K -613 Closed
KWA
2045
Kingswood Wealth Advisors
California
– -$263K -607 Closed
LWM
2046
Latko Wealth Management
Illinois
– -$261K -604 Closed
CAM
2047
Columbia Asset Management
Michigan
– -$260K -602 Closed
LA
2048
Layline Advisors
New York
– -$260K -601 Closed
NERM
2049
New England Research & Management
Illinois
– -$260K -601 Closed
SVWAG
2050
Sound View Wealth Advisors Group
Georgia
– -$260K -601 Closed
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