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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
701
Oliver Luxxe Assets
New Jersey
$607K
SL
702
Stevard LLC
Illinois
$606K +$561K +2,045 New
BDS
703
Banco de Sabadell
Florida
$602K
BFO
704
Boston Family Office
Massachusetts
$595K
PHAM
705
Palisades Hudson Asset Management
Florida
$594K
VFM
706
Viking Fund Management
North Dakota
$592K
SIG
707
Sargent Investment Group
Maryland
$589K -$42.5K -155 -7%
PTC
708
Private Trust Company
Ohio
$587K +$5.21K +19 +1%
ESBC
709
E.S. Barr & Co
Kentucky
$586K
WA
710
WBH Advisory
Maryland
$579K -$206K -750 -28%
RMCM
711
Reynders McVeigh Capital Management
Massachusetts
$578K +$105K +383 +24%
BWP
712
BSW Wealth Partners
Colorado
$575K +$42.5K +155 +9%
UH
713
Unigestion Holding
Switzerland
$572K -$256K -933 -33%
LFAS
714
Level Four Advisory Services
Texas
$570K +$45.3K +165 +9%
EAM
715
Evanson Asset Management
California
$564K
FMLI
716
Fukoku Mutual Life Insurance
Japan
$563K
MCM
717
McRae Capital Management
New Jersey
$563K +$60.6K +221 +13%
GC
718
Gilbert & Cook
Iowa
$552K +$52.4K +191 +11%
SC
719
Savant Capital
Illinois
$550K +$26.6K +97 +6%
EH
720
Employers Holdings
Nevada
$546K +$39.8K +145 +9%
Fisher Asset Management
721
Fisher Asset Management
Washington
$544K -$313K -1,140 -38%
SF
722
Symphony Financial
Texas
$544K +$504K +1,836 New
MFG
723
Magnus Financial Group
New York
$536K +$12.9K +47 +3%
CCA
724
Conestoga Capital Advisors
Pennsylvania
$535K -$5.49K -20 -1%
CWM
725
Chesapeake Wealth Management
Virginia
$523K -$74.1K -270 -13%