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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
801
Sequoia Financial Advisors
Ohio
$383K -$118K -431 -25%
EW
802
Evoke Wealth
California
$382K +$549 +2 +0.2%
PCM
803
Perritt Capital Management
Illinois
$380K -$83.4K -304 -19%
CT
804
Caldwell Trust
Florida
$379K
MA
805
Mutual Advisors
Nebraska
$377K +$6.04K +22 +2%
WBG
806
Wharton Business Group
Pennsylvania
$377K +$41.1K +150 +13%
BAMCO Inc
807
BAMCO Inc
New York
$376K +$143K +520 +69%
CIA
808
CSat Investment Advisory
Michigan
$372K -$7.13K -26 -2%
MWM
809
Mission Wealth Management
California
$371K -$84.2K -307 -20%
GWM
810
Geneos Wealth Management
Colorado
$370K -$173K -630 -33%
AAP
811
Ardsley Advisory Partners
Connecticut
$370K +$343K +1,250 New
TI
812
Tidal Investments
Wisconsin
$366K -$7.13K -26 -2%
TA
813
Trellis Advisors
Washington
$366K -$1.37K -5 -0.4%
RCG
814
Rock Creek Group
District of Columbia
$365K -$2.25M -8,201 -87%
GLA
815
Great Lakes Advisors
Illinois
$365K -$69.1K -252 -17%
RTC
816
Riverview Trust Company
Washington
$365K
EWA
817
EP Wealth Advisors
California
$365K +$43.6K +159 +15%
NSIM
818
North Star Investment Management
Illinois
$364K -$8.23K -30 -2%
HSA
819
HBK Sorce Advisory
Pennsylvania
$363K +$57.6K +210 +21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
820
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$360K +$333K +1,214 New
NRS
821
Neville Rodie & Shaw
New York
$358K
CA
822
Cetera Advisors
Colorado
$357K +$331K +1,205 New
VCA
823
Verdence Capital Advisors
Maryland
$354K +$823 +3 +0.3%
QI
824
Qtron Investments
Massachusetts
$351K -$682K -2,485 -68%
CA
825
Calton & Associates
Florida
$351K -$106K -388 -25%