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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1026
North Star Investment Management
Illinois
$591K – – –
MSFS
1027
Main Street Financial Solutions
Pennsylvania
$586K +$8.71K +17 +1%
CIA
1028
Choate Investment Advisors
Massachusetts
$584K -$49.2K -96 -7%
NRS
1029
Neville Rodie & Shaw
New York
$584K – – –
SHFA
1030
SS&H Financial Advisors
Michigan
$581K +$619K +1,208 New
BJL
1031
Brighton Jones LLC
Washington
$578K -$27.1K -53 -4%
AFS
1032
Aft Forsyth & Sober
Florida
$577K – – –
HSA
1033
HBK Sorce Advisory
Pennsylvania
$575K -$29.2K -57 -5%
CT
1034
Cambridge Trust
Massachusetts
$575K +$376K +735 +159%
DCM
1035
Dupont Capital Management
Delaware
$574K -$1.26M -2,469 -67%
NMG
1036
New Millennium Group
Utah
$573K -$29.7K -58 -5%
CA
1037
Cetera Advisors
Colorado
$570K -$38.4K -75 -6%
CA
1038
CGN Advisors
Kansas
$570K +$97.3K +190 +19%
TW
1039
Transform Wealth
Colorado
$569K -$66.6K -130 -10%
FHA
1040
Flagship Harbor Advisors
Massachusetts
$567K -$74.2K -145 -11%
TC
1041
Truvestments Capital
Florida
$562K +$24.6K +48 +4%
TA
1042
Trellis Advisors
Washington
$557K +$512 +1 +0.1%
AIL
1043
AGF Investments LLC
Ontario, Canada
$557K +$371K +725 +167%
KOCAA
1044
Knights of Columbus Asset Advisors
Connecticut
$555K +$35.3K +69 +6%
BG
1045
Bahl & Gaynor
Ohio
$553K -$25.6K -50 -4%
WMA
1046
Wealth Management Associates
New Jersey
$553K – – –
WFC
1047
Western Financial Corp
California
$550K -$26.1K -51 -4%
IFWM
1048
Institute for Wealth Management
Colorado
$546K – – –
BCWM
1049
Bartlett & Co Wealth Management
Ohio
$544K -$16.9K -33 -3%
BC
1050
Bartlett & Co
Ohio
$544K -$16.9K -33 -3%
40 41
42
43 44