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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
976
Baker Tilly Wealth Management
Wisconsin
$866K +$450K +1,028 +119%
EI
977
Ellevest Inc
New York
$852K +$70.5K +161 +9%
VFA
978
Valeo Financial Advisors
Indiana
$851K +$30.2K +69 +4%
GCAC
979
Guardian Capital Advisors (Canada)
Ontario, Canada
$847K +$778K +1,777 New
AWP
980
Accretive Wealth Partners
New Jersey
$844K +$40.3K +92 +5%
LC
981
Lavaca Capital
Texas
$840K – – –
SAMC
982
Spectrum Asset Management (California)
California
$839K +$43.8K +100 +6%
EAM
983
Evanson Asset Management
California
$838K – – –
PI
984
Pettee Investors
Connecticut
$829K – – –
SM
985
STF Management
Texas
$825K -$582K -1,328 -42%
MMG
986
Monetary Management Group
Missouri
$825K +$32.8K +75 +4%
PHAM
987
Palisades Hudson Asset Management
Florida
$821K -$37.2K -85 -5%
GLR
988
Great Lakes Retirement
Ohio
$816K -$7.88K -18 -1%
AC
989
AlphaCore Capital
California
$815K -$38.1K -87 -5%
HWM
990
Hohimer Wealth Management
Washington
$814K -$24.1K -55 -3%
EWA
991
Exencial Wealth Advisors
Oklahoma
$810K -$140K -319 -15%
APP
992
Avantax Planning Partners
Iowa
$807K -$56.1K -128 -7%
WS
993
Wedbush Securities
California
$807K -$460K -1,050 -37%
NW
994
Naviter Wealth
Arkansas
$805K +$128K +293 +20%
PA
995
Paragon Advisors
Texas
$805K -$1.06M -2,425 -58%
BHPW
996
Beverly Hills Private Wealth
California
$795K -$75.3K -172 -10%
WA
997
WBH Advisory
Maryland
$792K -$17.5K -40 -2%
VEA
998
Virtus ETF Advisers
New York
$791K +$756K +1,727 New
KIC
999
Kensington Investment Counsel
California
$787K – – –
DFCM
1000
Dark Forest Capital Management
Puerto Rico
$781K +$696K +1,590 +1,383%
38 39
40
41 42