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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
751
Curi RMB Capital
Illinois
$239K – – –
BS
752
Boenning & Scattergood
Pennsylvania
$238K – – –
GAG
753
GM Advisory Group
New York
$238K – – –
SBSB
754
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K +$430 +2 +0.2%
FNT
755
First National Trust
Pennsylvania
$236K +$223K +1,040 New
SC
756
Savant Capital
Illinois
$235K -$56.7K -264 -20%
WCF
757
West Coast Financial
California
$235K +$215 +1 +0.1%
NC
758
NewSquare Capital
Pennsylvania
$232K +$34.4K +160 +19%
SWP
759
Stratos Wealth Partners
Ohio
$232K +$220K +1,022 New
SL
760
Signition LP
New York
$231K +$218K +1,017 New
RCAG
761
Rehmann Capital Advisory Group
Michigan
$229K -$7.3K -34 -3%
CL
762
CPWM LLC
Washington
$229K +$2.58K +12 +1%
EWA
763
EP Wealth Advisors
California
$229K +$216K +1,006 New
FNBT
764
FineMark National Bank & Trust
Florida
$227K -$383K -1,783 -64%
CPO
765
Cerity Partners OCIO
New York
$227K – – –
RC
766
RBF Capital
California
$227K – – –
SLT
767
St Louis Trust
Missouri
$227K – – –
CIA
768
Capital Investment Advisors
Georgia
$225K -$15.9K -74 -7%
DC
769
Diametric Capital
Massachusetts
$224K +$212K +988 New
SWM
770
SeaCrest Wealth Management
New York
$222K +$645 +3 +0.3%
HHGA
771
Halbert Hargrove Global Advisors
California
$218K -$7.73K -36 -4%
ERIM
772
Eagle Ridge Investment Management
Connecticut
$218K +$206K +959 New
BP
773
Ballentine Partners
Massachusetts
$216K -$6.45K -30 -3%
PAA
774
Peregrine Asset Advisers
Oregon
$210K +$199K +924 New
ZIM
775
Zacks Investment Management
Illinois
$208K -$12.9M -59,997 -98%
29 30
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