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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
651
Cadence Bank NA
Texas
$572K – – –
OR
652
Olympiad Research
Connecticut
$566K +$278K +1,026 +71%
BFA
653
Beacon Financial Advisory
Ohio
$564K +$14.6K +54 +2%
GW
654
GW & Wade
Massachusetts
$562K +$1.08K +4 +0.2%
IAA
655
Independent Advisor Alliance
North Carolina
$561K +$277K +1,022 +72%
HFG
656
Heron Financial Group
New York
$555K -$1.35K -5 -0.2%
LWS
657
Lucia Wealth Services
California
$554K +$652K +2,409 New
ISWM
658
Independent Solutions Wealth Management
New York
$552K -$10K -37 -2%
CWM
659
Concentric Wealth Management
California
$552K – – –
SWP
660
Stratos Wealth Partners
Ohio
$542K -$8.12K -30 -1%
RCM
661
RB Capital Management
Nevada
$541K – – –
LOAME
662
Lombard Odier Asset Management (Europe)
United Kingdom
$536K -$138K -510 -18%
WWM
663
WT Wealth Management
Arizona
$526K +$125K +460 +25%
QCM
664
Quantinno Capital Management
New York
$520K +$612K +2,259 New
TW
665
Transform Wealth
Colorado
$514K +$178K +656 +42%
PA
666
Paragon Advisors
Texas
$506K -$27.1K -100 -4%
GIA
667
Gateway Investment Advisers
Ohio
$506K +$30.9K +114 +5%
IC
668
IEQ Capital
California
$505K +$90.7K +335 +18%
OLA
669
Oliver Luxxe Assets
New Jersey
$504K – – –
SFFS
670
Stonehage Fleming Financial Services
Jersey
$504K +$573K +2,117 New
SLAM
671
Swiss Life Asset Management
$503K -$57.7K -213 -9%
JMFC
672
J.M. Forbes & Co
Massachusetts
$503K – – –
RIM
673
Rampart Investment Management
Connecticut
$495K -$1.25M -4,632 -68%
CCA
674
Checchi Capital Advisers
California
$494K -$110K -406 -16%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$494K +$59.8K +221 +11%
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