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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
2151
Journey Retirement Planning & Investment Management
Idaho
– -$705K -1,064 Closed
AWAU
2152
Alliance Wealth Advisors (Utah)
Utah
– -$700K -1,056 Closed
MWM
2153
MorganRosel Wealth Management
Colorado
– -$687K -1,037 Closed
MIM
2154
Morningstar Investment Management
Illinois
– -$675K -1,019 Closed
ALAM
2155
Asahi Life Asset Management
Japan
– -$654K -988 Closed
CT
2156
Chicago Trust
Illinois
– -$652K -985 Closed
AAMU
2157
AEGON Asset Management (UK)
United Kingdom
– -$623K -940 Closed
SFWC
2158
Strategic Family Wealth Counselors
New Jersey
– -$495K -935 Closed
DA
2159
Denali Advisors
California
– -$614K -927 Closed
LA
2160
Lifeworks Advisors
Michigan
– -$598K -903 Closed
TSW
2161
Three Seasons Wealth
Utah
– -$596K -899 Closed
FF
2162
Foundry Financial
California
– -$588K -888 Closed
AA
2163
Armis Advisers
Georgia
– -$395K -868 Closed
CCC
2164
Chesapeake Capital Corp
Florida
– -$569K -859 Closed
TBT
2165
Texas Bank & Trust
Texas
– -$568K -858 Closed
SCP
2166
Sivia Capital Partners
California
– -$567K -856 Closed
SSG
2167
Summit Securities Group
New York
– -$556K -839 Closed
AWA
2168
Alta Wealth Advisors
Massachusetts
– -$549K -828 Closed
MUMSS
2169
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$545K -822 Closed
MBTD
2170
Mechanics Bank - Trust Department
California
– -$539K -813 Closed
CG
2171
Cynosure Group
Utah
– -$522K -788 Closed
AWM
2172
Accurate Wealth Management
Florida
– -$508K -785 Closed
SEIA
2173
Signature Estate & Investment Advisors
California
– -$519K -784 Closed
SQA
2174
Simon Quick Advisors
New Jersey
– -$513K -775 Closed
TWM
2175
TLW Wealth Management
Florida
– -$499K -754 Closed
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