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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
701
Reynders McVeigh Capital Management
Massachusetts
$331K
KFS
702
Kurt F. Somerville
$330K
SHGA
703
Sand Hill Global Advisors
California
$324K
GWM
704
Geneos Wealth Management
Colorado
$322K +$63.4K +295 +26%
NL
705
NVWM LLC
Pennsylvania
$312K +$295K +1,374 New
PFM
706
Parsec Financial Management
North Carolina
$309K -$10.3K -48 -3%
SS
707
Simplicity Solutions
Minnesota
$308K -$23.6K -110 -8%
PAM
708
Peak Asset Management
Colorado
$307K -$10.7K -50 -4%
IAA
709
Independent Advisor Alliance
North Carolina
$307K +$301K +1,402 New
EWM
710
Evercore Wealth Management
New York
$305K +$10.5K +49 +4%
SFM
711
Signet Financial Management
New Jersey
$305K +$12.5K +58 +5%
BCM
712
Brookstone Capital Management
Illinois
$300K -$108K -504 -28%
BTNA
713
Bremer Trust National Association
Minnesota
$300K +$35.4K +165 +14%
JWA
714
JFS Wealth Advisors
Pennsylvania
$299K
S
715
SignatureFD
Georgia
$299K
VIA
716
Vident Investment Advisory
Georgia
$299K +$5.37K +25 +2%
CWA
717
Clarus Wealth Advisors
Arizona
$297K -$38.9K -181 -12%
AIM
718
ARK Investment Management
Florida
$297K
LNC
719
Lincoln National Corp
Pennsylvania
$297K +$430 +2 +0.2%
TH
720
TCTC Holdings
Texas
$296K
Nomura Holdings
721
Nomura Holdings
Japan
$295K -$814K -3,788 -75%
WIP
722
Wellesley Investment Partners
Massachusetts
$291K +$215 +1 +0.1%
VCA
723
Verdence Capital Advisors
Maryland
$288K -$68.5K -319 -20%
NSIM
724
North Star Investment Management
Illinois
$287K
LCM
725
Laurion Capital Management
New York
$286K -$708K -3,295 -72%