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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
876
Aureus Asset Management
Massachusetts
$293K +$271K +989 New
IC
877
IEQ Capital
California
$292K -$332K -1,209 -55%
ASC
878
Atalanta Sosnoff Capital
New York
$292K +$2.74K +10 +1%
RWB
879
RMR Wealth Builders
New Jersey
$289K +$268K +977 New
WAG
880
Winthrop Advisory Group
Massachusetts
$288K +$4.39K +16 +2%
OC
881
Oakworth Capital
Alabama
$284K +$3.29K +12 +1%
MGIM
882
M&G Investment Management
United Kingdom
$282K -$28.8K -105 -10%
WA
883
WESPAC Advisors
California
$282K +$261K +953 New
MF
884
Magnetar Financial
Illinois
$281K -$796K -2,902 -75%
YMRC
885
Yorktown Management & Research Company
Virginia
$281K – – –
PWM
886
Perigon Wealth Management
California
$280K -$14.3K -52 -5%
HB
887
Homrich & Berg
Georgia
$280K -$5.76K -21 -2%
BFA
888
Bragg Financial Advisors
North Carolina
$279K – – –
SWM
889
SeaCrest Wealth Management
New York
$278K +$257K +937 New
IAN
890
Integrated Advisors Network
Texas
$277K +$256K +935 New
PWP
891
Principle Wealth Partners
Connecticut
$274K +$7.13K +26 +3%
GDP
892
Great Diamond Partners
Maine
$272K – – –
PFA
893
Pathway Financial Advisors
Vermont
$272K – – –
AIM
894
Alambic Investment Management
California
$272K +$252K +920 New
FNBT
895
FineMark National Bank & Trust
Florida
$269K +$1.1K +4 +0.4%
QCM
896
Quest Capital Management
Texas
$268K -$18.4K -67 -7%
BOH
897
Bank of Hawaii
Hawaii
$268K – – –
VHAM
898
Van Hulzen Asset Management
California
$268K +$249K +906 New
SACTSONJ
899
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$267K – – –
CRCM
900
Corbett Road Capital Management
Virginia
$267K +$40.9K +149 +20%
34 35
36
37 38