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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
GG
526
Gofen & Glossberg
Illinois
$212K +$197K +2,043 New
HFS
527
HL Financial Services
Kentucky
$211K +$196K +2,028 New
JG
528
Jefferies Group
New York
$210K -$1.08M -11,184 -85%
ARMT
529
Amica Retiree Medical Trust
Rhode Island
$210K
OC
530
Oakworth Capital
Alabama
$208K +$193K +2,000 New
CWM
531
Concert Wealth Management
California
$204K +$190K +1,967 New
HCM
532
Harvest Capital Management
New Hampshire
$203K +$188K +1,950 New
SC
533
SouthState Corp
Florida
$203K +$188K +1,950 New
VanEck Associates
534
VanEck Associates
New York
$197K +$21.9K +227 +14%
EWM
535
Evercore Wealth Management
New York
$192K +$24.1K +250 +16%
FMLI
536
Fukoku Mutual Life Insurance
Japan
$187K +$67.6K +700 +64%
MAM
537
Mizuho Asset Management
Japan
$186K -$137K -1,417 -42%
PAM
538
PartnerRe Asset Management
Connecticut
$183K -$9.66K -100 -5%
PAIA
539
Park Avenue Institutional Advisers
New York
$173K -$4.44K -46 -3%
FPFS
540
First Personal Financial Services
North Carolina
$170K -$51.3K -531 -25%
DBT
541
Dubuque Bank & Trust
Iowa
$169K +$12.1K +125 +8%
FAM
542
Formidable Asset Management
Ohio
$168K -$59.4K -615 -27%
IA
543
IFP Advisors
Florida
$166K -$203K -2,099 -77%
MWP
544
MYCIO Wealth Partners
Pennsylvania
$166K
CF
545
CenterStar Fund
Illinois
$151K
GS
546
GAM Systematic
United Kingdom
$144K -$146K -1,516 -52%
MFS
547
MSI Financial Services
Massachusetts
$144K +$15.3K +158 +13%
SSB
548
Sandy Spring Bank
Maryland
$142K -$41K -425 -24%
JWA
549
JFS Wealth Advisors
Pennsylvania
$139K +$2.12K +22 +2%
Walleye Trading
550
Walleye Trading
New York
$130K -$1.43M -14,854 -92%