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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
HS
701
Haafor (Singapore)
Singapore
$433K +$152K +560 +42%
SHGA
702
Sand Hill Global Advisors
California
$431K +$138K +508 +37%
QSS
703
Quantitative Systematic Strategies
Florida
$428K -$304K -1,121 -38%
AWA
704
Arkadios Wealth Advisors
Georgia
$428K +$499K +1,843 +11,519%
BC
705
Burney Company
Virginia
$427K +$503K +1,858 New
SBH
706
Segall Bryant & Hamill
Illinois
$426K +$245K +905 +96%
CCA
707
Conestoga Capital Advisors
Pennsylvania
$420K -$10.8K -40 -2%
HIM
708
Hillsdale Investment Management
Ontario, Canada
$415K
SBSB
709
Sullivan, Bruyette, Speros & Blaney
Virginia
$412K
BWP
710
BSW Wealth Partners
Colorado
$411K -$22.7K -84 -4%
OL
711
Optas LLC
Texas
$409K +$16K +59 +3%
CGL
712
Clarius Group LLC
Washington
$407K +$38.2K +141 +9%
MFG
713
Magnus Financial Group
New York
$406K +$43.3K +160 +10%
VC
714
Veracity Capital
Georgia
$406K +$61.2K +226 +15%
LFAS
715
Level Four Advisory Services
Texas
$406K +$76.1K +281 +19%
MCM
716
MV Capital Management
Maryland
$405K +$35.5K +131 +8%
SC
717
Savant Capital
Illinois
$405K +$187K +690 +64%
Carson Wealth (CWM LLC)
718
Carson Wealth (CWM LLC)
Nebraska
$404K
GIM
719
Goelzer Investment Management
Indiana
$403K +$2.98K +11 +0.6%
CG
720
Caprock Group
Idaho
$401K -$19.8K -73 -4%
IEFM
721
IQ EQ Fund Management
Ireland
$401K -$14.4K -53 -3%
Aristotle Capital Management
722
Aristotle Capital Management
California
$397K -$271 -1 -0.1%
SFA
723
Sequoia Financial Advisors
Ohio
$397K +$24.6K +91 +6%
1WA
724
180 Wealth Advisors
Washington
$395K +$121K +448 +34%
ATC
725
Argent Trust Co
Tennessee
$393K +$30.9K +114 +7%