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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Act Wealth Management
Texas
$536K – – –
JWA
902
JFS Wealth Advisors
Pennsylvania
$533K +$10.8K +28 +2%
BOM
903
Bank of Marin
California
$533K +$194K +505 +57%
RC
904
Roundview Capital
New Jersey
$532K -$20K -52 -4%
EB
905
Eastern Bank
Massachusetts
$529K -$19.3K -50 -3%
IC
906
Intersect Capital
California
$527K +$6.93K +18 +1%
1SB
907
1ST Source Bank
Indiana
$525K -$63.5K -165 -11%
FAIM
908
Financial Advocates Investment Management
Washington
$520K +$523K +1,358 New
EMG
909
ETF Managers Group
New Jersey
$519K -$54.7K -142 -9%
SVWAG
910
Sound View Wealth Advisors Group
Georgia
$519K +$1.54K +4 +0.3%
AA
911
Ancora Advisors
Ohio
$517K -$21.6K -56 -4%
EWM
912
Evercore Wealth Management
New York
$516K -$13.1K -34 -2%
EW
913
Evoke Wealth
California
$515K +$21.9K +57 +4%
HSA
914
HBK Sorce Advisory
Pennsylvania
$509K +$92.8K +241 +22%
BP
915
Ballentine Partners
Massachusetts
$505K -$3.85K -10 -0.8%
BC
916
Bridgefront Capital
Texas
$504K +$507K +1,316 New
CCM
917
Coldstream Capital Management
Washington
$503K +$26.6K +69 +6%
RF
918
RHS Financial
California
$499K +$4.24K +11 +0.9%
TWA
919
TCI Wealth Advisors
Arizona
$498K -$335K -870 -40%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$498K -$3.46K -9 -0.7%
DWM
921
Dakota Wealth Management
Florida
$493K -$195K -507 -28%
RMCM
922
Reynders McVeigh Capital Management
Massachusetts
$491K -$32.7K -85 -6%
LFAS
923
Level Four Advisory Services
Texas
$490K +$40.4K +105 +9%
WBG
924
Wharton Business Group
Pennsylvania
$487K – – –
MA
925
Mutual Advisors
Nebraska
$486K -$47.4K -123 -9%
35 36
37
38 39