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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$2.6M +$134K +307 +6%
MCM
702
MV Capital Management
Maryland
$2.6M +$369K +843 +17%
FBT
703
First Bank & Trust
South Dakota
$2.6M +$118K +270 +5%
SAM
704
S.A. Mason
Michigan
$2.59M – – –
OAM
705
Ostrum Asset Management
France
$2.59M -$120K -275 -5%
MCCP
706
Mission Creek Capital Partners
California
$2.58M -$38.5K -88 -2%
CWM
707
Compass Wealth Management
Connecticut
$2.58M -$21.9K -50 -0.9%
ECM
708
Everence Capital Management
Indiana
$2.57M – – –
RW
709
RVW Wealth
California
$2.57M +$13.1K +30 +0.5%
RWA
710
Roberts Wealth Advisors
California
$2.56M +$51.2K +117 +2%
MCA
711
Martin Capital Advisors
Texas
$2.55M +$21.9K +50 +0.9%
PCIA
712
Prime Capital Investment Advisors
Kansas
$2.48M -$2.95M -6,731 -55%
HA
713
Herold Advisors
New York
$2.45M +$105K +240 +5%
PF
714
Phoenix Financial
Israel
$2.45M +$2.13M +4,863 +952%
MCM
715
MAI Capital Management
Ohio
$2.43M -$89.8K -205 -4%
S
716
SignatureFD
Georgia
$2.41M +$149K +341 +7%
SC
717
Scotia Capital
Ontario, Canada
$2.41M +$35.9K +82 +2%
BIM
718
Bridges Investment Management
Nebraska
$2.41M – – –
LTAS
719
Linden Thomas Advisory Services
North Carolina
$2.4M +$121K +277 +6%
FPFS
720
First Personal Financial Services
North Carolina
$2.4M +$102K +234 +5%
CG
721
Caprock Group
Idaho
$2.38M +$108K +247 +5%
SS
722
Simplicity Solutions
Minnesota
$2.38M +$3.5K +8 +0.2%
TC
723
Telemus Capital
Michigan
$2.37M -$168K -383 -7%
PA
724
PFG Advisors
Arizona
$2.37M -$7.88K -18 -0.3%
LRIC
725
Long Road Investment Counsel
Michigan
$2.37M – – –
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