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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
901
Garner Asset Management Corp
Texas
$978K +$12.3K +30 +1%
FWM
902
FSA Wealth Management
Massachusetts
$974K – – –
BP
903
Ballentine Partners
Massachusetts
$961K +$46.4K +113 +6%
TFP
904
Tilia Fiduciary Partners
North Carolina
$957K +$21.8K +53 +3%
MA
905
Mutual Advisors
Nebraska
$955K -$17.2K -42 -2%
SFFS
906
Stonehage Fleming Financial Services
Jersey
$944K +$49.7K +121 +6%
VSQM
907
V-Square Quantitative Management
Illinois
$942K +$868K +2,114 New
PCS
908
Personal CFO Solutions
New Jersey
$939K -$821 -2 -0.1%
DEA
909
DoubleLine ETF Adviser
Florida
$939K +$139K +338 +19%
RWB
910
RMR Wealth Builders
New Jersey
$938K +$411K +1,000 +91%
EWA
911
Exencial Wealth Advisors
Oklahoma
$931K -$3.91M -9,533 -82%
CLOS
912
Compagnie Lombard Odier SCmA
Switzerland
$927K -$98.9K -241 -10%
PWM
913
Perigon Wealth Management
California
$922K -$154K -376 -15%
AIA
914
Avalon Investment & Advisory
Texas
$919K -$500K -1,218 -37%
WP
915
Waycross Partners
Kentucky
$914K -$185K -450 -18%
WPC
916
Wedmont Private Capital
Pennsylvania
$909K +$122K +298 +17%
CCFCSB
917
Cape Cod Five Cents Savings Bank
Massachusetts
$909K -$202K -493 -19%
MGIA
918
Moneta Group Investment Advisors
Missouri
$908K +$101K +246 +14%
PAI
919
Pittenger & Anderson Inc
Nebraska
$908K +$149K +363 +22%
MCM
920
McRae Capital Management
New Jersey
$908K +$411 +1 +0%
MAWA
921
Moss Adams Wealth Advisors
Washington
$898K +$6.98K +17 +0.9%
WPW
922
Waldron Private Wealth
Pennsylvania
$887K -$71K -173 -8%
FLI
923
Family Legacy Inc
South Carolina
$886K +$63.2K +154 +8%
NIP
924
Nicholas Investment Partners
California
$882K -$1.87M -4,544 -70%
SIM
925
Sentry Investment Management
Wisconsin
$879K +$57.1K +139 +8%
35 36
37
38 39