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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1026
Kolinsky Wealth Management
New Jersey
$481K +$2.9K +7 +0.6%
MA
1027
MUFG Americas
New York
$478K +$331K +800 +182%
SHGA
1028
Sand Hill Global Advisors
California
$476K -$10.4K -25 -2%
NSIM
1029
North Star Investment Management
Illinois
$474K – – –
PCA
1030
Pallas Capital Advisors
Massachusetts
$473K -$5.38K -13 -1%
WPC
1031
Wedmont Private Capital
Pennsylvania
$473K +$126K +305 +33%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$472K +$67.9K +164 +15%
PFM
1033
Parsec Financial Management
North Carolina
$469K -$7.04K -17 -1%
FPAS
1034
Focus Partners Advisor Solutions
Missouri
$468K +$503K +1,214 New
SHFA
1035
SS&H Financial Advisors
Michigan
$466K – – –
NRS
1036
Neville Rodie & Shaw
New York
$465K – – –
GLA
1037
Great Lakes Advisors
Illinois
$464K -$58.8K -142 -11%
AWA
1038
Amplius Wealth Advisors
Pennsylvania
$464K +$57.6K +139 +13%
LWAC
1039
Laurel Wealth Advisors (California)
California
$463K -$26.9K -65 -5%
AFS
1040
Aft Forsyth & Sober
Florida
$463K – – –
FHA
1041
Flagship Harbor Advisors
Massachusetts
$463K +$9.52K +23 +2%
RMCM
1042
Reynders McVeigh Capital Management
Massachusetts
$462K -$21.9K -53 -4%
ARG
1043
Advisory Resource Group
Oklahoma
$461K +$161K +388 +48%
ARMT
1044
Amica Retiree Medical Trust
Rhode Island
$460K -$155K -375 -24%
CIA
1045
Choate Investment Advisors
Massachusetts
$457K -$12.4K -30 -2%
CA
1046
CGN Advisors
Kansas
$457K – – –
MWM
1047
Modera Wealth Management
New Jersey
$453K -$55.5K -134 -10%
TA
1048
Trellis Advisors
Washington
$451K +$4.55K +11 +0.9%
GWM
1049
Geneos Wealth Management
Colorado
$447K +$46K +111 +11%
WMA
1050
Wealth Management Associates
New Jersey
$443K – – –
40 41
42
43 44