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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1001
Capital Planning Advisors
California
$1.71M +$195K +271 +12%
EWM
1002
Elmwood Wealth Management
California
$1.71M +$32.4K +45 +2%
CPC
1003
Consolidated Planning Corp
Georgia
$1.7M +$1.8M +2,494 New
MGIA
1004
Moneta Group Investment Advisors
Missouri
$1.7M +$67.8K +94 +4%
CC
1005
Centiva Capital
New York
$1.68M +$1.78M +2,466 New
PWAM
1006
Papamarkou Wellner Asset Management
New York
$1.68M – – –
QPBE
1007
Quintet Private Bank (Europe)
Luxembourg
$1.68M -$72.1K -100 -4%
UFF
1008
USA Financial Formulas
Michigan
$1.67M +$1.77M +2,452 New
RGC
1009
Roberts, Glore & Co
Illinois
$1.66M -$12.3K -17 -0.7%
TFS
1010
Thoroughbred Financial Services
Tennessee
$1.66M -$1.37M -1,904 -44%
FB
1011
Fulton Bank
Pennsylvania
$1.66M -$65.6K -91 -4%
AWA
1012
Arkadios Wealth Advisors
Georgia
$1.66M -$2.88K -4 -0.2%
GRP
1013
Global Retirement Partners
California
$1.64M +$245K +340 +16%
IIC
1014
Ironwood Investment Counsel
Arizona
$1.63M -$1.44K -2 -0.1%
EWM
1015
Empirical Wealth Management
Washington
$1.63M +$73.5K +102 +4%
SF
1016
Symphony Financial
Texas
$1.63M -$2.54M -3,524 -60%
SAM
1017
Sompo Asset Management
Japan
$1.63M -$281K -390 -14%
CTA
1018
Chesley Taft & Associates
Illinois
$1.62M +$4.33K +6 +0.3%
CNBTD
1019
Citizens National Bank Trust Department
Mississippi
$1.62M -$6.49K -9 -0.4%
GBT
1020
Grove Bank & Trust
Florida
$1.61M +$987K +1,369 +138%
VCM
1021
Virtue Capital Management
Tennessee
$1.61M +$12.6M +17,436 +744%
CIA
1022
Choate Investment Advisors
Massachusetts
$1.6M +$23.1K +32 +1%
DSC
1023
Duncker Streett & Co
Missouri
$1.6M – – –
PAM
1024
Peak Asset Management
Colorado
$1.6M – – –
SWGC
1025
Summit Wealth Group (Colorado)
Colorado
$1.6M +$2.34M +3,249 New
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