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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
OL
726
Optas LLC
Texas
$523K -$2.19K -8 -0.5%
GIM
727
Goelzer Investment Management
Indiana
$519K
CW
728
CreativeOne Wealth
Kansas
$519K +$130K +473 +37%
HIIFS
729
Harel Insurance Investments & Financial Services
Israel
$517K -$93.3K -340 -16%
IEFM
730
IQ EQ Fund Management
Ireland
$517K
1WA
731
180 Wealth Advisors
Washington
$517K +$9.05K +33 +2%
ATC
732
Argent Trust Co
Tennessee
$514K +$6.86K +25 +1%
AWM
733
Altium Wealth Management
New York
$513K +$13.4K +49 +3%
Aristotle Capital Management
734
Aristotle Capital Management
California
$509K -$1.1K -4 -0.2%
GAG
735
GM Advisory Group
New York
$509K +$60.1K +219 +15%
SC
736
Scotia Capital
Ontario, Canada
$509K +$471K +1,716 New
PPW
737
Parcion Private Wealth
Washington
$506K
HIM
738
Hillsdale Investment Management
Ontario, Canada
$505K -$27.4K -100 -6%
WANY
739
Wealthspire Advisors (New York)
New York
$504K -$655K -2,386 -58%
PL
740
Parthenon LLC
Kentucky
$504K
GIA
741
Gateway Investment Advisers
Ohio
$501K -$139K -508 -23%
RA
742
RFG Advisory
Alabama
$501K +$30.7K +112 +7%
EF
743
Empirical Finance
Pennsylvania
$500K +$58.2K +212 +14%
IIC
744
Integrated Investment Consultants
Michigan
$498K +$274 +1 +0.1%
MLL
745
Moody Lynn & Lieberson
Massachusetts
$495K -$5.27M -19,200 -92%
DACG
746
Donor Advised Charitable Giving
California
$492K
ST
747
Spinnaker Trust
Maine
$490K -$85.9K -313 -16%
PVH
748
Psagot Value Holdings
Israel
$488K +$68.3K +249 +18%
RSC
749
Red Spruce Capital
Pennsylvania
$485K
Vanguard Personalized Indexing Management
750
Vanguard Personalized Indexing Management
California
$482K -$17.6K -64 -4%