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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
926
Monetary Management Group
Missouri
$668K – – –
PFPT
927
Pinnacle Financial Partners (Tennessee)
Tennessee
$667K +$89.8K +208 +14%
FLI
928
Family Legacy Inc
South Carolina
$664K +$35K +81 +5%
LWM
929
Liberty Wealth Management
California
$663K +$864 +2 +0.1%
CPW
930
Catalyst Private Wealth
California
$660K -$181K -419 -20%
RA
931
RFG Advisory
Alabama
$658K +$57K +132 +8%
ARMT
932
Amica Retiree Medical Trust
Rhode Island
$654K +$214K +495 +41%
CA
933
Cetera Advisors
Colorado
$654K +$251K +581 +52%
CLOS
934
Compagnie Lombard Odier SCmA
Switzerland
$651K +$13.4K +31 +2%
PL
935
Parthenon LLC
Kentucky
$649K – – –
AF
936
Allworth Financial
California
$648K +$123K +284 +20%
BBA
937
Baader Bank Aktiengesellschaft
Germany
$647K +$372K +861 +106%
ATC
938
Argent Trust Co
Tennessee
$644K -$189K -438 -21%
VFA
939
Voya Financial Advisors
Connecticut
$641K -$16.8K -39 -2%
ACM
940
Advisors Capital Management
New Jersey
$640K +$405K +937 +139%
WA
941
WBH Advisory
Maryland
$639K -$86.4K -200 -11%
IC
942
Inverness Counsel
New York
$638K +$49.2K +114 +7%
UBV
943
United Bank (Virginia)
Virginia
$636K – – –
ANTB
944
AMG National Trust Bank
Colorado
$635K +$180K +416 +34%
AG
945
AIA Group
Hong Kong
$634K -$436K -1,009 -38%
FPCG
946
Fort Pitt Capital Group
Pennsylvania
$633K -$54K -125 -7%
UIA
947
Ulland Investment Advisors
Minnesota
$633K -$54K -125 -7%
PG
948
Proffitt & Goodson
Tennessee
$632K +$8.64K +20 +1%
WFPG
949
Waller Financial Planning Group
Ohio
$628K -$43.2K -100 -6%
SCA
950
Snowden Capital Advisors
New York
$626K -$61.8K -143 -8%
36 37
38
39 40