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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
651
Harvest Fund Management
China
$581K – – –
CFG
652
Citizens Financial Group
Rhode Island
$579K -$45.8K -198 -8%
CG
653
Cutler Group
California
$575K -$1.75M -7,573 -77%
NAP
654
New Amsterdam Partners
New York
$575K -$7.17K -31 -1%
WA
655
WBH Advisory
Maryland
$569K -$18.5K -80 -4%
OLA
656
Oliver Luxxe Assets
New Jersey
$562K -$46.2K -200 -9%
KWM
657
Kingsview Wealth Management
Oregon
$558K +$9.24K +40 +2%
SMG
658
Spectrum Management Group
Indiana
$557K +$486K +2,105 +8,420%
BRWA
659
B. Riley Wealth Advisors
Florida
$556K +$26.6K +115 +6%
QI
660
Qtron Investments
Massachusetts
$555K – – –
CCA
661
Conestoga Capital Advisors
Pennsylvania
$553K -$5.78K -25 -1%
LRPA
662
L. Roy Papp & Associates
Arizona
$548K +$485K +2,097 New
IIC
663
Integrated Investment Consultants
Michigan
$547K -$3.7K -16 -0.8%
JIP
664
Jaffetilchin Investment Partners
Florida
$545K +$14.1K +61 +3%
PP
665
Paloma Partners
Connecticut
$534K -$213K -921 -31%
HIM
666
Hillsdale Investment Management
Ontario, Canada
$531K +$470K +2,035 New
BFO
667
Boston Family Office
Massachusetts
$530K – – –
TIA
668
Tiemann Investment Advisors
California
$527K +$17.3K +75 +4%
HCM
669
Harvest Capital Management
New Hampshire
$525K – – –
PHAM
670
Palisades Hudson Asset Management
Florida
$524K -$201K -869 -30%
BIM
671
Bridges Investment Management
Nebraska
$524K +$58.2K +252 +14%
TRAM
672
Tuscan Ridge Asset Management
Illinois
$522K -$220K -950 -32%
ALAM
673
Asahi Life Asset Management
Japan
$520K +$460K +1,990 New
ESBC
674
E.S. Barr & Co
Kentucky
$517K – – –
MCP
675
Mirador Capital Partners
California
$516K – – –
25 26
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