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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DTC
2326
Davidson Trust Company
Washington
– -$241K -364 Closed
OFO
2327
OneAscent Family Office
Alabama
– -$241K -364 Closed
CWM
2328
Concentrum Wealth Management
California
– -$240K -363 Closed
FFO
2329
Fiduciary Family Office
Florida
– -$240K -363 Closed
LWM
2330
Luminvest Wealth Management
Arizona
– -$240K -363 Closed
1WA
2331
180 Wealth Advisors
Washington
– -$240K -362 Closed
SFGM
2332
Stonebridge Financial Group (Missouri)
Missouri
– -$239K -360 Closed
HCM
2333
Hengehold Capital Management
Ohio
– -$237K -358 Closed
OWM
2334
OneAscent Wealth Management
Alabama
– -$237K -358 Closed
VCP
2335
Verus Capital Partners
Arizona
– -$237K -358 Closed
LF
2336
Lantz Financial
Illinois
– -$236K -357 Closed
FA
2337
Fermata Advisors
California
– -$236K -356 Closed
NWA
2338
Navis Wealth Advisors
New York
– -$236K -356 Closed
QFA
2339
Quantum Financial Advisors
California
– -$235K -355 Closed
SP
2340
Stonebrook Private
Michigan
– -$235K -355 Closed
AMCA
2341
Arthur M. Cohen & Associates
Illinois
– -$234K -353 Closed
BCM
2342
Bannerstone Capital Management
Minnesota
– -$234K -353 Closed
DWM
2343
DecisionMap Wealth Management
Virginia
– -$234K -353 Closed
MQWP
2344
Morey & Quinn Wealth Partners
Nebraska
– -$233K -352 Closed
TPWM
2345
Twelve Points Wealth Management
Massachusetts
– -$228K -352 Closed
CCP
2346
Clarkston Capital Partners
Michigan
– -$233K -351 Closed
MSA
2347
Marino Stram & Associates
Massachusetts
– -$233K -351 Closed
TDB
2348
Thompson David Blair
– -$233K -351 Closed
AB
2349
Atlas Brown
Kentucky
– -$231K -349 Closed
MWA
2350
Motive Wealth Advisors
Michigan
– -$231K -349 Closed
92 93
94
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