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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
826
Sand Hill Global Advisors
California
-$225K -1,425 Closed
IFWM
827
Institute for Wealth Management
Colorado
-$207K -1,306 Closed
IUHSA
828
Itau Unibanco Holding S.A.
Brazil
-$151K -957 Closed
JG
829
Jefferies Group
New York
-$112K -712 Closed
GBT
830
Grove Bank & Trust
Florida
-$93K -588 Closed
CLOS
831
Compagnie Lombard Odier SCmA
Switzerland
-$70K -444 Closed
LWM
832
Lenox Wealth Management
Ohio
-$10K -311 Closed
DCM
833
Delpha Capital Management
New York
-$39K -246 Closed
KJWM
834
Kiley Juergens Wealth Management
Washington
-$35K -226 Closed
C
835
Cerebellum
California
-$32K -201 Closed
SPI
836
Santori & Peters Inc
Pennsylvania
-$24K -157 Closed
CA
837
Calton & Associates
Florida
-$23K -138 Closed
WAM
838
Wolverine Asset Management
Illinois
-$20K -132 Closed
ANBT
839
American National Bank & Trust
Texas
-$9K -54 Closed
BL
840
Balentine LLC
Georgia
-$7K -43 Closed
1832 Asset Management
841
1832 Asset Management
Ontario, Canada
-$4K -23 Closed
TVWM
842
Tower View Wealth Management
Wisconsin
-$2K -10 Closed
PMFA
843
Plante Moran Financial Advisors
Michigan
-$1K -6 Closed
AF
844
Allworth Financial
California
-$168 -1 -50%