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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
801
Abacus FCF Advisors
Florida
$1.16M – – –
ATC
802
Argent Trust Co
Tennessee
$1.16M +$7.01K +13 +0.6%
VC
803
Veracity Capital
Georgia
$1.14M +$21.6K +40 +2%
UONDDL
804
University of Notre Dame du Lac
Indiana
$1.14M +$1.14M +2,116 New
AWM
805
Altium Wealth Management
New York
$1.14M +$56.6K +105 +5%
HAG
806
HighPoint Advisor Group
Illinois
$1.14M -$104K -193 -8%
SS
807
Sunbelt Securities
Texas
$1.13M – – –
IC
808
Iconiq Capital
California
$1.13M +$2.69K +5 +0.2%
CAG
809
Crestwood Advisors Group
Massachusetts
$1.13M -$4.85K -9 -0.4%
DA
810
DCM Advisors
New York
$1.12M +$637K +1,182 +131%
ACS
811
Archford Capital Strategies
Illinois
$1.12M +$31.8K +59 +3%
PWPS
812
Pinnacle Wealth Planning Services
Ohio
$1.12M +$17.2K +32 +2%
BCA
813
Bay Colony Advisors
Massachusetts
$1.11M +$45.8K +85 +4%
MG
814
Markel Group
Virginia
$1.1M +$1.1M +2,040 New
GW
815
GW & Wade
Massachusetts
$1.1M -$269K -499 -20%
SWM
816
Spire Wealth Management
Virginia
$1.1M +$41K +76 +4%
HFM
817
Harvest Fund Management
China
$1.09M +$675K +1,252 +162%
PT
818
Plimoth Trust
Massachusetts
$1.09M -$34K -63 -3%
ESBC
819
E.S. Barr & Co
Kentucky
$1.09M – – –
JMFC
820
J.M. Forbes & Co
Massachusetts
$1.08M -$94.3K -175 -8%
PHAM
821
Palisades Hudson Asset Management
Florida
$1.08M – – –
SFFS
822
Stonehage Fleming Financial Services
Jersey
$1.08M – – –
BFO
823
Boston Family Office
Massachusetts
$1.08M – – –
LPARFS
824
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.08M +$1.08M +2,000 New
BWP
825
BSW Wealth Partners
Colorado
$1.08M -$92.7K -172 -8%
31 32
33
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