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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
651
Syntal Capital Partners
Texas
$2.5M +$544K +1,009 +28%
BFS
652
Bradley Foster & Sargent
Connecticut
$2.47M -$147K -272 -6%
AG
653
Algert Global
California
$2.47M -$63.6K -118 -3%
AO
654
Advisor OS
Illinois
$2.46M -$108K -201 -4%
SW
655
SVB Wealth
Massachusetts
$2.44M +$250K +464 +11%
WF
656
Welch & Forbes
Massachusetts
$2.44M – – –
HA
657
Herold Advisors
New York
$2.41M +$2.41M +4,470 New
TAMH
658
Taikang Asset Management (HK)
Hong Kong
$2.41M +$2.41M +4,467 New
SSI
659
Scott & Selber Inc
Texas
$2.4M -$74.4K -138 -3%
WCWM
660
Willow Creek Wealth Management
California
$2.37M – – –
PCM
661
Prelude Capital Management
New York
$2.37M +$1.96M +3,642 +480%
SMH
662
Sanders Morris Harris
Texas
$2.37M – – –
NCM
663
Novare Capital Management
North Carolina
$2.36M -$45.3K -84 -2%
BCM
664
Bridgeway Capital Management
Texas
$2.36M +$2.36M +4,370 New
WP
665
WealthSource Partners
California
$2.35M -$48.5K -90 -2%
FFA
666
First Foundation Advisors
California
$2.35M +$523K +971 +29%
NCGI
667
Next Century Growth Investors
Minnesota
$2.35M – – –
CCM
668
Cohen Capital Management
California
$2.34M – – –
SVCP
669
Silicon Valley Capital Partners
California
$2.33M +$2.69K +5 +0.1%
NFG
670
Next Financial Group
Texas
$2.33M +$1.58M +2,932 +212%
AIA
671
Avalon Investment & Advisory
Texas
$2.33M +$30.2K +56 +1%
CCFCSB
672
Cape Cod Five Cents Savings Bank
Massachusetts
$2.31M -$1.94M -3,598 -46%
UH
673
Unigestion Holding
Switzerland
$2.31M -$281K -522 -11%
FTDI
674
First Trust Direct Indexing
Massachusetts
$2.29M +$251K +466 +12%
CPIG
675
Chicago Partners Investment Group
Illinois
$2.26M +$19.9K +37 +1%
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