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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
CT Financial Advisors
Pennsylvania
$33K
SIG
602
Stanford Investment Group
California
$31K +$8.72K +78 +38%
AssetMark Inc
603
AssetMark Inc
California
$30K +$3.13K +28 +11%
RFA
604
Reilly Financial Advisors
California
$27K
PWM
605
Perigon Wealth Management
California
$26K
Winslow Capital Management
606
Winslow Capital Management
Minnesota
$24K -$335M -2,997,715 -100%
IR
607
Invictus RG
Bermuda
$20K -$10.4K -93 -34%
ADL
608
Asset Dedication LLC
California
$20K
SWA
609
Sutton Wealth Advisors
Florida
$18K
QCG
610
Quadrant Capital Group
Ohio
$18K -$447 -4 -2%
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$18K
ZB
612
Zions Bancorporation
Utah
$18K +$2.91K +26 +19%
IWMPD
613
Integrated Wealth Management (Palm Desert)
California
$16K
CGT
614
Capital Guardian Trust
California
$15K
CFA
615
Camarda Financial Advisors
Florida
$14K -$14.3K -128 -50%
DBT
616
Dubuque Bank & Trust
Iowa
$14K
MA
617
MUFG Americas
New York
$14K
BGIM
618
Brandywine Global Investment Management
Pennsylvania
$13K
MCM
619
Manchester Capital Management
Vermont
$13K
WP
620
WealthPLAN Partners
Nebraska
$12.3K -$3.58K -32 -22%
PCP
621
Proficio Capital Partners
Massachusetts
$12K +$1.68K +15 +15%
PHK
622
Point72 Hong Kong
Hong Kong
$11K -$112K -1,000 -91%
CCM
623
Cribstone Capital Management
Maine
$11K
TFO
624
Tarbox Family Office
California
$11K
ST
625
Smithfield Trust
Pennsylvania
$9K