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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
601
Diversified Trust
Tennessee
$5.33M +$1.55M +3,253 +36%
SFI
602
Siemens Fonds Invest
Germany
$5.3M +$255K +535 +5%
ANTB
603
AMG National Trust Bank
Colorado
$5.29M +$5.28M +11,067 +957%
MA
604
Montag & Associates
Georgia
$5.25M -$1.64M -3,441 -22%
CW
605
Channel Wealth
California
$5.25M +$5.51M +11,557 +2,013%
SSWM
606
Sheets Smith Wealth Management
North Carolina
$5.23M -$1.79M -3,746 -24%
HCPC
607
Hamilton Capital Partners (Canada)
$5.22M -$18.9M -39,595 -77%
BWL
608
Bogart Wealth LLC
Virginia
$5.2M +$388K +814 +7%
AAM
609
Advisors Asset Management
Colorado
$5.19M -$975K -2,044 -15%
MGWM
610
Marks Group Wealth Management
Minnesota
$5.16M +$184K +386 +3%
GIP
611
Granite Investment Partners
California
$5.14M -$1.28M -2,677 -18%
BGDI
612
BW Gestao de Investimentos
Brazil
$5.14M +$5.67M +11,877 New
LTAS
613
Linden Thomas Advisory Services
North Carolina
$5.13M +$1.89M +3,970 +50%
SWM
614
Sendero Wealth Management
Texas
$5.12M -$11.9K -25 -0.2%
BF
615
BOK Financial
Oklahoma
$5.05M -$1.21M -2,531 -18%
FCM
616
Fairbanks Capital Management
California
$5.05M +$3.35M +7,024 +151%
ATI
617
Act Two Investors
California
$5.05M +$5.57M +11,672 New
SW
618
SteelPeak Wealth
California
$5.01M -$6.39M -13,400 -54%
HCA
619
Harbor Capital Advisors
Illinois
$5.01M +$2.65M +5,564 +93%
SPIA
620
Steward Partners Investment Advisory
New York
$4.98M +$228K +477 +4%
ALMGDA
621
AG2R La Mondiale Gestion d'Actifs
France
$4.97M +$199K +418 +4%
MSE
622
MUFG Securities EMEA
United Kingdom
$4.93M -$58.1M -121,822 -91%
GWMR
623
GC Wealth Management RIA
Massachusetts
$4.93M +$842K +1,765 +18%
HNB
624
Huntington National Bank
Ohio
$4.87M +$654K +1,372 +14%
CI
625
Conning Inc
Connecticut
$4.85M +$1.44M +3,020 +37%
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25
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