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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
VST
951
Van Strum & Towne
California
$1.02M – – –
WPW
952
Waldron Private Wealth
Pennsylvania
$1.02M +$22.8K +37 +2%
CAN
953
Claraphi Advisory Network
United States
$1.01M +$94.4K +153 +11%
WANY
954
Wealthspire Advisors (New York)
New York
$1.01M -$85.8K -139 -8%
ARMT
955
Amica Retiree Medical Trust
Rhode Island
$1.01M -$27.8K -45 -3%
CG
956
Cutler Group
California
$1.01M +$967K +1,566 New
FCH
957
Freestone Capital Holdings
Washington
$1M +$234K +379 +32%
BWP
958
Baldwin Wealth Partners
Massachusetts
$1M – – –
GM
959
GeoWealth Management
Illinois
$1M +$794K +1,287 +478%
OLA
960
Oliver Luxxe Assets
New Jersey
$997K – – –
RA
961
RFG Advisory
Alabama
$982K +$3.09K +5 +0.3%
KJHP
962
K.J. Harrison & Partners
Ontario, Canada
$981K +$310K +502 +49%
VA
963
Valmark Advisers
Ohio
$978K +$5.56K +9 +0.6%
PCP
964
Proficio Capital Partners
Massachusetts
$977K +$15.4K +25 +2%
CCA
965
Conestoga Capital Advisors
Pennsylvania
$974K -$46.3K -75 -5%
FCFC
966
First Commonwealth Financial Corp
Pennsylvania
$973K +$3.7K +6 +0.4%
JWA
967
JFS Wealth Advisors
Pennsylvania
$969K +$65.4K +106 +8%
PFPT
968
Pinnacle Financial Partners (Tennessee)
Tennessee
$967K -$37K -60 -4%
VCA
969
Verdence Capital Advisors
Maryland
$966K -$4.94K -8 -0.5%
CFA
970
Camarda Financial Advisors
Florida
$960K +$51.9K +84 +6%
ST
971
Smithfield Trust
Pennsylvania
$954K -$617 -1 -0.1%
XT
972
XTX Topco
Cayman Islands
$942K +$113K +183 +14%
IWC
973
Integrated Wealth Concepts
Massachusetts
$939K +$34K +55 +4%
KFP
974
KMG Fiduciary Partners
Ohio
$937K – – –
HTC
975
Haverford Trust Company
Pennsylvania
$936K +$617 +1 +0.1%
37 38
39
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