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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2351
WealthTrust Asset Management
Florida
– -$202K -256 Closed
XT
2352
XTX Topco
Cayman Islands
– -$202K -256 Closed
IWM
2353
Integris Wealth Management
California
– -$201K -255 Closed
LBC
2354
Lowe Brockenbrough & Co
Virginia
– -$201K -255 Closed
OFO
2355
OneAscent Family Office
Alabama
– -$201K -255 Closed
SRWM
2356
Shira Ridge Wealth Management
California
– -$201K -255 Closed
NC
2357
NewSquare Capital
Pennsylvania
– -$188K -239 Closed
GWM
2358
Gitterman Wealth Management
New Jersey
– -$184K -234 Closed
QL
2359
Quarry LP
New York
– -$172K -218 Closed
BAM
2360
BOCHK Asset Management
Hong Kong
– -$158K -200 Closed
SO
2361
Sierra Ocean
California
– -$146K -185 Closed
ACM
2362
Aster Capital Management
United Arab Emirates
– -$124K -157 Closed
CCMI
2363
Creative Capital Management Investments
California
– -$115K -146 Closed
WA
2364
Whipplewood Advisors
Colorado
– -$113K -143 Closed
MIFH
2365
Migdal Insurance & Financial Holdings
Israel
– -$48K -61 Closed
BCMLT
2366
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$45.8K -58 Closed
BA
2367
Bellwether Advisors
Nebraska
– -$37K -47 Closed
SAS
2368
Spurstone Advisory Services
Connecticut
– -$35.4K -45 Closed
TIM
2369
Total Investment Management
Arizona
– -$33.1K -42 Closed
RI
2370
Ridgewood Investments
New Jersey
– -$30.7K -39 Closed
T
2371
Transce3nd
Texas
– -$21.3K -27 Closed
IMC
2372
Investment Management Corporation
Virginia
– -$19.5K -25 Closed
GC
2373
GFG Capital
Florida
– -$18.1K -23 Closed
PSFG
2374
Park Square Financial Group
Georgia
– -$18.1K -23 Closed
WCM
2375
WealthTrak Capital Management
Virginia
– -$18.1K -23 Closed
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