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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Modera Wealth Management
New Jersey
$1.77M +$26.2K +41 +2%
MG
927
Markel Group
Virginia
$1.77M – – –
QCG
928
Quadrant Capital Group
Ohio
$1.77M -$23.6K -37 -1%
CS
929
Cannell & Spears
New York
$1.75M +$1.72M +2,692 New
IIC
930
Ironwood Investment Counsel
Arizona
$1.74M -$61.9K -97 -3%
CGL
931
Clarius Group LLC
Washington
$1.74M -$228K -357 -12%
BL
932
Balentine LLC
Georgia
$1.73M +$529K +829 +45%
APG
933
Abacus Planning Group
South Carolina
$1.72M +$4.47K +7 +0.3%
QWP
934
Quotient Wealth Partners
Texas
$1.69M +$5.11K +8 +0.3%
VPI
935
Value Partners Investments
Manitoba, Canada
$1.68M +$141K +221 +9%
UW
936
Unique Wealth
Florida
$1.68M +$514K +806 +45%
SWMG
937
Signature Wealth Management Group
Georgia
$1.66M -$31.3K -49 -2%
CB
938
Cadence Bank
Mississippi
$1.66M – – –
KTM
939
Keeler Thomas Management
Utah
$1.65M -$84.3K -132 -5%
CAM
940
Close Asset Management
United Kingdom
$1.65M +$594K +931 +58%
FWA
941
FSM Wealth Advisors
Ohio
$1.64M +$50.4K +79 +3%
NW
942
Naviter Wealth
Arkansas
$1.63M +$267K +419 +20%
PWM
943
Pinnacle Wealth Management
California
$1.63M +$1.6M +2,505 New
MG
944
Mather Group
Illinois
$1.62M -$83K -130 -5%
FIM
945
Freedom Investment Management
Connecticut
$1.62M +$246K +386 +18%
STA
946
Summit Trail Advisors
New York
$1.62M +$293K +459 +23%
GLA
947
Great Lakes Advisors
Illinois
$1.61M +$72.8K +114 +5%
MFG
948
Monumental Financial Group
Maryland
$1.61M -$64.5K -101 -4%
BEI
949
Benjamin Edwards Inc
Missouri
$1.59M +$98.9K +155 +7%
HH
950
Hilltop Holdings
Texas
$1.59M +$41.5K +65 +3%
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