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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Compass Wealth Management
Connecticut
$3.46M – – –
WM
752
Whitford Management
New York
$3.45M +$1.12M +1,806 +52%
SAM
753
Silphium Asset Management
United Kingdom
$3.43M +$534K +861 +20%
DCM
754
Davidson Capital Management
Texas
$3.41M +$585K +943 +22%
KWA
755
Kingswood Wealth Advisors
California
$3.4M +$87.5K +141 +3%
LRIC
756
Long Road Investment Counsel
Michigan
$3.4M – – –
GS
757
GTS Securities
Florida
$3.38M -$2.81M -4,532 -47%
WA
758
Waverly Advisors
Alabama
$3.38M +$2.87M +4,624 +888%
EAM
759
EFG Asset Management
Oregon
$3.38M -$558K -899 -15%
AP
760
Americana Partners
Texas
$3.37M +$216K +349 +7%
SI
761
Scharf Investments
California
$3.36M +$126K +203 +4%
SW
762
Simplicity Wealth
New Jersey
$3.32M -$127K -205 -4%
DCM
763
Decatur Capital Management
Georgia
$3.32M +$84.4K +136 +3%
EIM
764
Essex Investment Management
Massachusetts
$3.31M -$1.03M -1,655 -25%
IIM
765
INTECH Investment Management
Florida
$3.31M +$266K +429 +9%
HI
766
Horizon Investments
North Carolina
$3.3M +$817K +1,317 +36%
GCM
767
Glynn Capital Management
California
$3.29M – – –
VFM
768
Viking Fund Management
North Dakota
$3.29M – – –
HCMT
769
Highland Capital Management (Tennessee)
Tennessee
$3.28M -$613K -989 -17%
HA
770
Herold Advisors
New York
$3.24M +$78.8K +127 +3%
ADL
771
Asset Dedication LLC
California
$3.23M -$175K -282 -5%
FPFS
772
First Personal Financial Services
North Carolina
$3.23M +$7.44K +12 +0.2%
CIA
773
Concurrent Investment Advisors
Florida
$3.23M -$516K -832 -14%
WI
774
WBI Investments
New Jersey
$3.23M +$1.79M +2,882 +142%
CIA
775
Cohen Investment Advisors
New Hampshire
$3.2M +$16.1K +26 +0.4%
29 30
31
32 33