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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
651
Lake Street Advisors Group
New Hampshire
$228K +$7.74K +46 +4%
TH
652
TCTC Holdings
Texas
$225K
TA
653
Trellis Advisors
Washington
$223K +$1.35K +8 +0.6%
CAPTRUST Financial Advisors
654
CAPTRUST Financial Advisors
North Carolina
$222K +$52K +309 +31%
WIP
655
Wellesley Investment Partners
Massachusetts
$221K +$215K +1,280 New
NIM
656
NuWave Investment Management
New Jersey
$220K -$285K -1,695 -57%
NSIM
657
North Star Investment Management
Illinois
$218K
BC
658
Burney Company
Virginia
$212K +$206K +1,225 New
VFA
659
Voya Financial Advisors
Connecticut
$210K +$207K +1,230 New
HPC
660
HM Payson & Co
Maine
$209K +$203K +1,207 New
SC
661
Savant Capital
Illinois
$209K +$203K +1,208 New
GC
662
Gilbert & Cook
Iowa
$208K +$202K +1,200 New
WA
663
WESPAC Advisors
California
$208K +$202K +1,200 New
GWM
664
Geneos Wealth Management
Colorado
$207K -$18.8K -112 -9%
BCM
665
Brookstone Capital Management
Illinois
$207K +$201K +1,194 New
AHB
666
Abner Herrman & Brock
New Jersey
$207K +$201K +1,196 New
PP
667
Paloma Partners
Connecticut
$207K +$202K +1,198 New
DIS
668
Diversified Investment Strategies
Louisiana
$204K +$198K +1,175 New
S
669
SignatureFD
Georgia
$203K +$197K +1,171 New
IA
670
Independence Advisors
Pennsylvania
$203K +$197K +1,172 New
SWM
671
SeaCrest Wealth Management
New York
$202K +$14.5K +86 +8%
TG
672
TLP Group
Illinois
$202K +$184K +1,095 +1,521%
PGIM
673
Pacific Global Investment Management
California
$201K +$195K +1,158 New
ARMT
674
Amica Retiree Medical Trust
Rhode Island
$197K -$149K -883 -44%
AF
675
Advisornet Financial
Minnesota
$191K