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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
626
CIBC Private Wealth Group
Georgia
$272K -$3.2M -20,979 -92%
PL
627
Parthenon LLC
Kentucky
$268K
VST
628
Van Strum & Towne
California
$266K
BSW
629
Buckingham Strategic Wealth
Missouri
$265K -$11.4K -75 -4%
FFBTD
630
First Financial Bank - Trust Division
Ohio
$260K -$7.62K -50 -3%
SSB
631
Sandy Spring Bank
Maryland
$259K -$53.3K -350 -18%
CBA
632
Coastal Bridge Advisors
Connecticut
$256K
EAM
633
Evanson Asset Management
California
$253K
WS
634
Wedbush Securities
California
$253K
RC
635
Roundview Capital
New Jersey
$237K
Verition Fund Management
636
Verition Fund Management
Connecticut
$236K -$1.12M -7,319 -83%
SBH
637
Segall Bryant & Hamill
Illinois
$229K +$221K +1,450 New
LFAS
638
Level Four Advisory Services
Texas
$226K -$12.2K -80 -5%
AssetMark Inc
639
AssetMark Inc
California
$226K +$190K +1,244 +651%
SHGA
640
Sand Hill Global Advisors
California
$225K -$56.4K -370 -21%
EWM
641
Evercore Wealth Management
New York
$225K -$11.1K -73 -5%
CIC
642
Chilton Investment Company
Connecticut
$225K
PFM
643
Parsec Financial Management
North Carolina
$223K
SC
644
SouthState Corp
Florida
$221K +$213K +1,398 New
GW
645
GW & Wade
Massachusetts
$220K -$4.57K -30 -2%
BTIS
646
BB&T Investment Services
North Carolina
$220K +$1.22K +8 +0.6%
FMT
647
First Mercantile Trust
Tennessee
$217K -$991K -6,501 -83%
TCM
648
Traynor Capital Management
Pennsylvania
$217K -$12.8K -84 -6%
DA
649
DSC Advisors
Illinois
$216K -$21.8K -143 -9%
JWA
650
JFS Wealth Advisors
Pennsylvania
$212K +$4.27K +28 +2%