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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
1001
1ST Source Bank
Indiana
$529K – – –
FCFC
1002
First Commonwealth Financial Corp
Pennsylvania
$525K -$109K -252 -16%
PCM
1003
Penserra Capital Management
California
$525K +$14.7K +34 +3%
AWM
1004
Act Wealth Management
Texas
$523K – – –
AAP
1005
Ardsley Advisory Partners
Connecticut
$523K +$583K +1,350 New
AWA
1006
Alta Wealth Advisors
Massachusetts
$522K +$2.59K +6 +0.4%
CAG
1007
Crestwood Advisors Group
Massachusetts
$521K -$1.3K -3 -0.2%
MIA
1008
MMBG Investment Advisors
Florida
$521K – – –
LJAC
1009
L.J. Altfest & Co
New York
$519K +$14.7K +34 +3%
WA
1010
Wealth Alliance
New York
$519K +$143K +330 +33%
CWM
1011
Calamos Wealth Management
Illinois
$518K -$33.3K -77 -5%
SLG
1012
Stanley-Laman Group
Pennsylvania
$517K -$32K -74 -5%
OFG
1013
Oxford Financial Group
Indiana
$517K -$5.62K -13 -1%
HFG
1014
Heron Financial Group
New York
$516K -$4.32K -10 -0.7%
HG
1015
Harbor Group
New Hampshire
$515K – – –
RIM
1016
Redwood Investment Management
Arizona
$513K +$572K +1,325 New
IAN
1017
Integrated Advisors Network
Texas
$511K -$367K -850 -39%
BJL
1018
Brighton Jones LLC
Washington
$510K +$83.8K +194 +17%
AWA
1019
Amplius Wealth Advisors
Pennsylvania
$509K +$47.1K +109 +9%
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$507K -$150K -348 -21%
GC
1021
Gilbert & Cook
Iowa
$505K +$11.2K +26 +2%
DDC
1022
DF Dent & Co
Maryland
$502K +$267K +618 +91%
S
1023
Seeyond
France
$499K -$268K -621 -33%
DWT
1024
Dorsey & Whitney Trust
South Dakota
$499K +$27.2K +63 +5%
TW
1025
TrinityPoint Wealth
Connecticut
$496K +$14.3K +33 +3%
39 40
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