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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
751
GM Advisory Group
New York
$206K – – –
PIM
752
Penobscot Investment Management
Massachusetts
$206K +$218K +1,047 New
SBSB
753
Sullivan, Bruyette, Speros & Blaney
Virginia
$205K – – –
PCM
754
Penserra Capital Management
California
$204K -$865K -4,155 -80%
WCF
755
West Coast Financial
California
$203K +$208 +1 +0.1%
CP
756
Camelot Portfolios
Ohio
$203K +$214K +1,030 New
TST
757
Tech Square Trading
Massachusetts
$203K +$215K +1,031 New
DIS
758
Diversified Investment Strategies
Louisiana
$202K -$10.4K -50 -5%
CAW
759
Cornerstone Advisors (Washington)
Washington
$201K +$110K +531 +108%
WANY
760
Wealthspire Advisors (New York)
New York
$198K +$209K +1,006 New
PCM
761
Prelude Capital Management
New York
$197K -$705K -3,389 -77%
SWM
762
SeaCrest Wealth Management
New York
$193K +$624 +3 +0.3%
HR
763
Howe & Rusling
New York
$183K +$6.03K +29 +3%
SIAS
764
Shine Investment Advisory Services
Colorado
$170K +$20.6K +99 +13%
RMC
765
Resources Management Corp
Connecticut
$167K – – –
IA
766
IFP Advisors
Florida
$165K -$370K -1,779 -68%
CAM
767
Cresset Asset Management
Illinois
$160K +$170K +815 New
SSB
768
Sandy Spring Bank
Maryland
$159K -$20.8K -100 -11%
AF
769
Arrow Financial
New York
$159K – – –
MCM
770
MV Capital Management
Maryland
$151K -$5.83K -28 -4%
EMG
771
ETF Managers Group
New Jersey
$148K +$22.7K +109 +17%
GLI
772
Guardian Life Insurance
New York
$144K – – –
FMT
773
First Mercantile Trust
Tennessee
$143K -$78.4K -377 -34%
SLF
774
Sun Life Financial
Ontario, Canada
$140K +$1.04K +5 +0.7%
ST
775
Smithfield Trust
Pennsylvania
$131K – – –
29 30
31
32 33