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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
976
Dorsey & Whitney Trust
South Dakota
$995K +$14.7K +29 +2%
WPW
977
Waldron Private Wealth
Pennsylvania
$994K +$26.8K +53 +3%
IWC
978
Integrated Wealth Concepts
Massachusetts
$994K -$59.7K -118 -6%
HT
979
Headlands Technologies
Illinois
$983K -$942K -1,861 -49%
SFFS
980
Stonehage Fleming Financial Services
Jersey
$976K -$82K -162 -8%
GAMC
981
Garner Asset Management Corp
Texas
$973K – – –
QI
982
Qtron Investments
Massachusetts
$972K +$125K +247 +15%
BOC
983
Barbara Oil Co
Illinois
$971K – – –
NRD
984
Nebula Research & Development
New York
$968K +$959K +1,895 New
RAM
985
Ramirez Asset Management
New York
$961K +$951K +1,880 New
AWP
986
Accretive Wealth Partners
New Jersey
$953K +$11.6K +23 +1%
ESBC
987
E.S. Barr & Co
Kentucky
$950K -$25.3K -50 -3%
CAG
988
Crestwood Advisors Group
Massachusetts
$949K +$104K +206 +12%
KPWS
989
Kestra Private Wealth Services
Texas
$945K +$235K +464 +34%
RA
990
RFG Advisory
Alabama
$943K +$87.5K +173 +10%
LC
991
Lavaca Capital
Texas
$937K – – –
SAMC
992
Spectrum Asset Management (California)
California
$936K – – –
FCBT
993
First Citizens Bank & Trust
North Carolina
$936K -$212K -419 -19%
EAM
994
Evanson Asset Management
California
$935K – – –
AAP
995
Arax Advisory Partners
Colorado
$934K +$527K +1,041 +132%
RWB
996
RMR Wealth Builders
New Jersey
$934K +$355K +702 +62%
PI
997
Pettee Investors
Connecticut
$924K – – –
EI
998
Ellevest Inc
New York
$923K -$26.8K -53 -3%
MMG
999
Monetary Management Group
Missouri
$920K – – –
HWM
1000
Hohimer Wealth Management
Washington
$919K +$11.6K +23 +1%
38 39
40
41 42