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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
976
Personal CFO Solutions
New Jersey
$628K -$244K -700 -23%
GAM
977
Gemmer Asset Management
California
$624K -$73.8K -212 -8%
MYLI
978
Meiji Yasuda Life Insurance
Japan
$622K -$70K -201 -8%
DDC
979
DF Dent & Co
Maryland
$622K -$1.85M -5,315 -69%
LI
980
LVZ Inc
Michigan
$621K +$552K +1,585 +200%
CIM
981
Cambria Investment Management
California
$620K +$382K +1,097 +86%
OAM
982
Ostrum Asset Management
France
$617K -$687K -1,973 -45%
PAM
983
Peak Asset Management
Colorado
$614K – – –
CFA
984
Churchill Financial Advisors
Kentucky
$612K -$17.4K -50 -2%
AWM
985
Angeles Wealth Management
California
$612K +$349K +1,001 +74%
NP
986
NorthRock Partners
Minnesota
$611K -$65.8K -189 -7%
ET
987
Equitable Trust
Tennessee
$609K -$1.69M -4,839 -67%
MA
988
Mutual Advisors
Nebraska
$608K +$124K +357 +18%
FRA
989
Frank Rimerman Advisors
California
$598K -$335K -963 -30%
SWM
990
Scissortail Wealth Management
Oklahoma
$598K -$121K -347 -13%
BIA
991
Baer Investment Advisory
California
$598K -$907K -2,605 -54%
CIA
992
Choate Investment Advisors
Massachusetts
$595K -$98.6K -283 -11%
FB
993
Fulton Bank
Pennsylvania
$594K -$527K -1,513 -40%
EC
994
EntryPoint Capital
New York
$590K +$788K +2,261 New
JSA
995
Jacobson & Schmitt Advisors
Wisconsin
$590K -$15.3K -44 -2%
EF
996
Evanson Financial
Virginia
$588K +$785K +2,253 New
CTA
997
Chesley Taft & Associates
Illinois
$588K +$234K +673 +43%
KGC
998
Kennon-Green & Company
Ohio
$581K +$177K +509 +30%
GFP
999
Gryphon Financial Partners
Ohio
$579K -$4.88K -14 -0.6%
IAA
1000
Independent Advisor Alliance
North Carolina
$578K -$730K -2,095 -49%
38 39
40
41 42