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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
601
Sciencast Management
New Jersey
$905K +$820K +3,225 New
JIC
602
Johnson Investment Counsel
Ohio
$902K -$259K -1,020 -23%
EIP
603
Ellis Investment Partners
Pennsylvania
$896K -$14.7K -58 -2%
HI
604
HBK Investments
Texas
$888K -$6.05M -23,802 -88%
CT
605
Coastline Trust
Rhode Island
$883K +$51.1K +201 +6%
RW
606
REDW Wealth
New Mexico
$872K – – –
QI
607
Qtron Investments
Massachusetts
$871K +$307K +1,210 +57%
TCM
608
Teza Capital Management
Illinois
$863K +$839K +3,303 New
GH
609
GAM Holding
Switzerland
$854K +$57.4K +226 +7%
SAM
610
Strategy Asset Managers
California
$851K -$1.91M -7,508 -70%
PCM
611
Palisade Capital Management
New Jersey
$844K +$6.35K +25 +0.8%
CAN
612
Cetera Advisor Networks
California
$844K +$204K +804 +33%
WTC
613
WhitTier Trust Company
Nevada
$821K – – –
VCM
614
Virtue Capital Management
Tennessee
$815K +$793K +3,120 New
CA
615
Calton & Associates
Florida
$806K +$100K +395 +15%
BO
616
BRR OpCo
Ohio
$804K +$782K +3,078 New
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$798K -$15.2K -60 -2%
EB
618
Eastern Bank
Massachusetts
$796K -$20.9M -82,159 -96%
SBIA
619
Sheaff Brock Investment Advisors
Indiana
$794K +$2.29K +9 +0.3%
PT
620
Plimoth Trust
Massachusetts
$782K – – –
TC
621
Telemus Capital
Michigan
$775K -$124K -489 -14%
BFM
622
Boston Financial Management
Massachusetts
$769K +$35.6K +140 +5%
TSS
623
Two Sigma Securities
New York
$768K +$746K +2,937 New
WT
624
Whittier Trust
California
$765K +$10.7K +42 +1%
CCP
625
Corient Capital Partners
California
$763K +$16.8K +66 +2%
23 24
25
26 27