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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
801
Evanson Asset Management
California
$238K -$185K -800 -47%
CWM
802
Concentrum Wealth Management
California
$238K +$211K +911 New
CICI
803
Capital Investment Counsel Inc
North Carolina
$237K +$209K +906 New
PWP
804
Principle Wealth Partners
Connecticut
$235K +$208K +900 New
SI
805
Stephens Inc
Arkansas
$235K +$208K +900 New
MC
806
Moors & Cabot
Massachusetts
$234K +$207K +896 New
FNT
807
First National Trust
Pennsylvania
$233K +$206K +890 New
LCAM
808
London & Capital Asset Management
United Kingdom
$229K +$202K +875 New
CIA
809
Capital Investment Advisors
Georgia
$227K +$201K +868 New
HTC
810
Haverford Trust Company
Pennsylvania
$227K +$201K +869 New
PFA
811
Pathway Financial Advisors
Vermont
$227K +$201K +869 New
CBFP
812
Cedar Brook Financial Partners
Ohio
$224K +$198K +855 New
BSW
813
Buckingham Strategic Wealth
Missouri
$224K +$198K +858 New
NA
814
NewEdge Advisors
Louisiana
$222K +$196K +849 New
BS
815
Boenning & Scattergood
Pennsylvania
$221K +$196K +846 New
GC
816
Gilbert & Cook
Iowa
$219K +$193K +837 New
FAAS
817
First Allied Advisory Services
California
$218K +$193K +833 New
SWM
818
SeaCrest Wealth Management
New York
$216K -$36.1K -156 -16%
VHAM
819
Van Hulzen Asset Management
California
$216K +$191K +825 New
AF
820
Arrow Financial
New York
$212K – – –
TFF
821
The Family Firm
Maryland
$211K +$187K +807 New
CA
822
Clearstead Advisors
Ohio
$210K +$186K +805 New
MIAS
823
Mason Investment Advisory Services
Virginia
$209K +$185K +800 New
BOC
824
Barbara Oil Co
Illinois
$209K +$185K +800 New
ECM
825
Elgethun Capital Management
South Dakota
$209K +$185K +800 New
31 32
33
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