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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
951
Intersect Capital
California
$610K -$44.3K -107 -6%
5L
952
55I LLC
Massachusetts
$603K +$648K +1,564 New
AA
953
Ancora Advisors
Ohio
$598K +$2.07K +5 +0.3%
PCP
954
Proficio Capital Partners
Massachusetts
$598K +$37.3K +90 +6%
JWA
955
JFS Wealth Advisors
Pennsylvania
$597K +$7.04K +17 +1%
PFM
956
Privium Fund Management
Netherlands
$597K +$642K +1,550 New
HSA
957
HBK Sorce Advisory
Pennsylvania
$593K +$142K +344 +29%
IC
958
Inverness Counsel
New York
$590K -$2.07K -5 -0.3%
ZB
959
Zions Bancorporation
Utah
$589K -$154K -371 -20%
VCA
960
Verdence Capital Advisors
Maryland
$589K +$8.7K +21 +1%
KJHP
961
K.J. Harrison & Partners
Ontario, Canada
$587K – – –
VA
962
Valmark Advisers
Ohio
$585K +$1.66K +4 +0.3%
PFPT
963
Pinnacle Financial Partners (Tennessee)
Tennessee
$584K +$828 +2 +0.1%
ARI
964
Applied Research Investments
Delaware
$582K -$71.2K -172 -10%
AP
965
Americana Partners
Texas
$580K -$199K -480 -24%
OQS
966
Occudo Quantitative Strategies
Florida
$575K -$329K -795 -35%
SWM
967
Scissortail Wealth Management
Oklahoma
$575K -$84.5K -204 -19%
ST
968
Smithfield Trust
Pennsylvania
$574K – – –
TCB
969
Texas Capital Bancshares
Texas
$574K – – –
LC
970
Lindbrook Capital
California
$572K +$456K +1,101 +288%
BWP
971
Baldwin Wealth Partners
Massachusetts
$562K – – –
HTC
972
Haverford Trust Company
Pennsylvania
$561K – – –
ANTB
973
AMG National Trust Bank
Colorado
$558K -$22.8K -55 -4%
ST
974
Spinnaker Trust
Maine
$555K – – –
CBTWT
975
Community Bank & Trust (Waco, Texas)
Texas
$552K +$20.3K +49 +4%
37 38
39
40 41