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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
851
Integrated Investment Consultants
Michigan
$649K – – –
BCA
852
Bay Colony Advisors
Massachusetts
$649K +$653K +1,695 New
LNC
853
Lincoln National Corp
Pennsylvania
$648K -$5.01K -13 -0.8%
TCM
854
Tuttle Capital Management
Connecticut
$647K +$651K +1,690 New
BIM
855
Bridges Investment Management
Nebraska
$646K +$130K +337 +25%
HH
856
Hilltop Holdings
Texas
$641K +$32.7K +85 +5%
IEFM
857
IQ EQ Fund Management
Ireland
$637K – – –
DACG
858
Donor Advised Charitable Giving
California
$636K – – –
LWM
859
Liberty Wealth Management
California
$635K – – –
PCP
860
Proficio Capital Partners
Massachusetts
$634K +$362K +939 +131%
PFPT
861
Pinnacle Financial Partners (Tennessee)
Tennessee
$633K +$33.1K +86 +5%
LWP
862
Lumature Wealth Partners
Georgia
$631K +$634K +1,646 New
PFG
863
PAX Financial Group
Texas
$629K +$38.5K +100 +6%
HAG
864
HighPoint Advisor Group
Illinois
$629K +$120K +311 +26%
GCC
865
Guardian Capital (Canada)
Ontario, Canada
$626K -$63.5K -165 -9%
GAG
866
GM Advisory Group
New York
$626K +$23.1K +60 +4%
TCM
867
TimesSquare Capital Management
New York
$626K +$24.3K +63 +4%
SCA
868
Snowden Capital Advisors
New York
$620K -$170K -442 -21%
GLA
869
Great Lakes Advisors
Illinois
$617K +$95.1K +247 +18%
C
870
Certuity
Florida
$616K +$178K +461 +40%
CCA
871
Conestoga Capital Advisors
Pennsylvania
$615K -$25K -65 -4%
EWF
872
Epstein & White Financial
California
$613K – – –
FFBTD
873
First Financial Bank - Trust Division
Ohio
$613K – – –
VST
874
Van Strum & Towne
California
$608K – – –
HI
875
Horizon Investments
North Carolina
$608K +$611K +1,587 New
33 34
35
36 37