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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DIS
801
Diversified Investment Strategies
Louisiana
$268K – – –
SC
802
Scotia Capital
Ontario, Canada
$266K -$1.42M -5,572 -85%
FHA
803
First Horizon Advisors
Tennessee
$266K -$33.8K -133 -12%
SAM
804
Silphium Asset Management
United Kingdom
$266K -$95.3K -375 -27%
AIM
805
Axiom Investment Management
New York
$265K +$258K +1,014 New
MCM
806
MAI Capital Management
Ohio
$263K -$17.8K -70 -7%
CL
807
CPWM LLC
Washington
$262K +$5.34K +21 +2%
RC
808
RBF Capital
California
$261K – – –
SLT
809
St Louis Trust
Missouri
$261K – – –
TH
810
TCTC Holdings
Texas
$261K – – –
WPP
811
Whalerock Point Partners
Rhode Island
$261K – – –
SBH
812
Segall Bryant & Hamill
Illinois
$260K +$7.88K +31 +3%
PCM
813
Penserra Capital Management
California
$258K -$14.1M -55,341 -98%
CIC
814
Carnegie Investment Counsel
Ohio
$255K – – –
LSAG
815
Lake Street Advisors Group
New Hampshire
$255K +$16K +63 +7%
TC
816
Truvestments Capital
Florida
$251K +$178K +700 +270%
TRAM
817
Tuscan Ridge Asset Management
Illinois
$247K -$267K -1,050 -53%
CA
818
Crewe Advisors
Utah
$247K +$240K +946 New
AIP
819
Almanack Investment Partners
Pennsylvania
$246K -$254 -1 -0.1%
BSW
820
Buckingham Strategic Wealth
Missouri
$243K +$18.6K +73 +9%
VHAM
821
Van Hulzen Asset Management
California
$242K +$25.4K +100 +12%
HTC
822
Haverford Trust Company
Pennsylvania
$240K +$12.7K +50 +6%
PFA
823
Pathway Financial Advisors
Vermont
$240K +$12.7K +50 +6%
HHGA
824
Halbert Hargrove Global Advisors
California
$240K +$233K +918 New
CWM
825
Concentrum Wealth Management
California
$238K – – –
31 32
33
34 35