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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2376
Baron Wealth Management
Michigan
– -$211K -319 Closed
AL
2377
Aspiriant LLC
California
– -$210K -317 Closed
IF
2378
Intrua Financial
Texas
– -$210K -317 Closed
FBB
2379
Fulton Breakefield Broenniman
Maryland
– -$209K -315 Closed
PHIC
2380
Pine Haven Investment Counsel
Massachusetts
– -$209K -315 Closed
RS
2381
Retirement Solution
Washington
– -$208K -314 Closed
CWA
2382
Consilio Wealth Advisors
Washington
– -$207K -313 Closed
TC
2383
Tannin Capital
North Carolina
– -$207K -313 Closed
CWMK
2384
Caliber Wealth Management (Kansas)
Kansas
– -$207K -312 Closed
ACA
2385
Affinity Capital Advisors
California
– -$206K -311 Closed
SPC
2386
Spirepoint Private Client
Florida
– -$206K -311 Closed
OWA
2387
One Wealth Advisors
California
– -$205K -310 Closed
PCH
2388
PGIM Custom Harvest
New Jersey
– -$205K -310 Closed
UWP
2389
Uniting Wealth Partners
Kansas
– -$205K -309 Closed
JAG
2390
Journey Advisory Group
Kentucky
– -$204K -308 Closed
BAWM
2391
Bennett Associates Wealth Management
Pennsylvania
– -$203K -307 Closed
LWPC
2392
Legacy Wealth Partners (Colorado)
Colorado
– -$203K -307 Closed
NGA
2393
Naples Global Advisors
Florida
– -$204K -307 Closed
AAM
2394
Azzad Asset Management
Virginia
– -$203K -306 Closed
FF
2395
Foronjy Financial
California
– -$202K -306 Closed
IWN
2396
Independent Wealth Network
Iowa
– -$203K -306 Closed
PFM
2397
Phillips Financial Management
Indiana
– -$203K -306 Closed
AGP
2398
Autumn Glory Partners
Texas
– -$201K -304 Closed
BB
2399
Bell Bank
North Dakota
– -$201K -304 Closed
CA
2400
Cornerstone Advisory
Maryland
– -$201K -304 Closed
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