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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
RA
801
Rational Advisors
New York
$129K -$641K -2,982 -84%
GP
802
Girard Partners
Pennsylvania
$128K +$121K +565 New
MUS
803
Mitsubishi UFJ Securities
Japan
$127K
JA
804
JOYN Advisors
Georgia
$122K -$23K -107 -17%
FGAM
805
Financial Gravity Asset Management
Texas
$122K +$51.6K +240 +65%
WWM
806
Willingdon Wealth Management
North Carolina
$121K +$114K +532 New
OC
807
Oakworth Capital
Alabama
$117K +$107K +496 +2,480%
FAM
808
Fred Alger Management
New York
$115K +$19.3K +90 +22%
ADL
809
Asset Dedication LLC
California
$113K -$6.23K -29 -6%
TL
810
TrueWealth LLC
Georgia
$112K
CAW
811
Cornerstone Advisors (Washington)
Washington
$112K +$5.8K +27 +6%
AA
812
Ancora Advisors
Ohio
$98K +$92.2K +429 New
YWP
813
YorkBridge Wealth Partners
New York
$97K
LFA
814
Legacy Financial Advisors
Kentucky
$95K
TC
815
Truvestments Capital
Florida
$94K +$88.9K +414 New
CAPTRUST Financial Advisors
816
CAPTRUST Financial Advisors
North Carolina
$91K -$207K -963 -71%
MA
817
MUFG Americas
New York
$91K -$21.5K -100 -20%
APP
818
Avantax Planning Partners
Iowa
$89K +$84K +391 New
LNB
819
Ledyard National Bank
$82K -$3.44K -16 -4%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$76K -$51.1K -238 -41%
BWM
821
BerganKDV Wealth Management
Minnesota
$76K
SFSIG
822
San Francisco Sentry Investment Group
California
$76K +$5.16K +24 +8%
KTC
823
Kistler-Tiffany Companies
Pennsylvania
$74K
QAM
824
QCI Asset Management
New York
$73K
TPWA
825
TRUE Private Wealth Advisors
Oregon
$71.9K +$67.9K +316 New