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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
801
FSA Wealth Management
Massachusetts
$1.38M – – –
EWM
802
Empirical Wealth Management
Washington
$1.37M -$80.9K -158 -5%
CPIG
803
Chicago Partners Investment Group
Illinois
$1.37M +$118K +230 +6%
SIA
804
Schechter Investment Advisors
Michigan
$1.37M +$49.2K +96 +3%
BCFD
805
Boit C.F. David
$1.37M -$128K -250 -8%
ADL
806
Asset Dedication LLC
California
$1.37M +$1M +1,953 +202%
DTL
807
Dynamic Technology Lab
Singapore
$1.35M +$1.02M +1,989 +244%
RWA
808
Ropes Wealth Advisors
Massachusetts
$1.35M -$15.4K -30 -1%
OPPTF
809
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.33M +$29.7K +58 +2%
TAM
810
Trust Asset Management
Texas
$1.33M +$81.4K +159 +6%
APG
811
Abacus Planning Group
South Carolina
$1.31M – – –
SWM
812
Sendero Wealth Management
Texas
$1.31M -$725K -1,416 -34%
FL
813
Fort LP
Maryland
$1.31M -$167K -326 -11%
MG
814
Markel Group
Virginia
$1.31M – – –
HI
815
Handelsinvest Investeringsforvaltning
Denmark
$1.3M +$102K +200 +8%
PIM
816
Perpetual Investment Management
Australia
$1.3M +$1.1M +2,156 +396%
CCM
817
Coldstream Capital Management
Washington
$1.3M -$262K -511 -16%
CANY
818
Caxton Associates (New York)
New York
$1.29M +$726K +1,418 +112%
RCM
819
RB Capital Management
Nevada
$1.28M +$116K +226 +9%
OPA
820
Old Port Advisors
Maine
$1.27M -$9.22K -18 -0.7%
NO
821
Ninety One
South Africa
$1.27M -$472K -922 -26%
UIA
822
Ulland Investment Advisors
Minnesota
$1.27M +$38.4K +75 +3%
WAM
823
Weatherly Asset Management
California
$1.26M -$94.7K -185 -7%
SBH
824
Segall Bryant & Hamill
Illinois
$1.25M -$3.58K -7 -0.3%
VWM
825
Venturi Wealth Management
Texas
$1.25M +$34.3K +67 +3%
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