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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
651
Lourd Capital
California
$510K +$482K +2,242 New
FPFS
652
First Personal Financial Services
North Carolina
$503K +$345K +1,605 +264%
CCA
653
Conestoga Capital Advisors
Pennsylvania
$500K – – –
BRWA
654
B. Riley Wealth Advisors
Florida
$498K -$65.1K -303 -12%
MA
655
MANA Advisors
New York
$497K +$470K +2,187 New
BWP
656
Baldwin Wealth Partners
Massachusetts
$488K +$85.9K +400 +23%
IIC
657
Integrated Investment Consultants
Michigan
$475K -$21.5K -100 -5%
1SB
658
1ST Source Bank
Indiana
$471K +$4.94K +23 +1%
BCM
659
BlueCrest Capital Management
Jersey
$466K +$440K +2,049 New
KWM
660
Kingsview Wealth Management
Oregon
$465K +$645 +3 +0.1%
QSS
661
Quantitative Systematic Strategies
Florida
$465K +$440K +2,047 New
LS
662
Livforsakringsbolaget Skandia
Sweden
$462K -$494K -2,300 -53%
RWA
663
Ropes Wealth Advisors
Massachusetts
$462K – – –
BFO
664
Boston Family Office
Massachusetts
$461K – – –
TIA
665
Tiemann Investment Advisors
California
$460K -$37.6K -175 -8%
HCM
666
Harvest Capital Management
New Hampshire
$457K – – –
DA
667
DSC Advisors
Illinois
$454K +$11.4K +53 +3%
GIM
668
Goelzer Investment Management
Indiana
$451K – – –
ESBC
669
E.S. Barr & Co
Kentucky
$450K – – –
MCP
670
Mirador Capital Partners
California
$448K – – –
JIP
671
Jaffetilchin Investment Partners
Florida
$444K -$28.6K -133 -6%
LOAMS
672
Lombard Odier Asset Management (Switzerland)
Switzerland
$444K +$146K +678 +53%
EWM
673
Empirical Wealth Management
Washington
$443K +$418K +1,946 New
TCM
674
Traynor Capital Management
Pennsylvania
$441K +$215 +1 +0.1%
GG
675
Gofen & Glossberg
Illinois
$435K – – –
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