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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1026
Pettee Investors
Connecticut
$1.13M – – –
BWP
1027
BSW Wealth Partners
Colorado
$1.13M +$19.3K +35 +2%
SIG
1028
Sargent Investment Group
Maryland
$1.13M +$3.86K +7 +0.4%
MMG
1029
Monetary Management Group
Missouri
$1.13M – – –
GM
1030
GeoWealth Management
Illinois
$1.12M +$990K +1,795 New
WAM
1031
Weatherly Asset Management
California
$1.12M – – –
KIC
1032
Kensington Investment Counsel
California
$1.12M +$16.5K +30 +2%
CB
1033
CNB Bank
Pennsylvania
$1.12M +$50.2K +91 +5%
UW
1034
Unique Wealth
Florida
$1.11M +$170K +308 +21%
SFFS
1035
Stonehage Fleming Financial Services
Jersey
$1.11M -$70.6K -128 -7%
HCS
1036
Himension Capital (Singapore)
Singapore
$1.11M – – –
VA
1037
Valmark Advisers
Ohio
$1.1M +$159K +289 +20%
EFG
1038
Everhart Financial Group
Ohio
$1.1M +$123K +223 +15%
TWM
1039
Trueblood Wealth Management
Ohio
$1.09M +$959K +1,738 New
WA
1040
WBH Advisory
Maryland
$1.08M – – –
SPIS
1041
Steward Partners Investment Solutions
Oregon
$1.08M +$949K +1,720 New
EDRH
1042
Edmond de Rothschild Holding
Switzerland
$1.07M +$80K +145 +9%
AC
1043
AlphaCore Capital
California
$1.07M -$11.6K -21 -1%
PFMU
1044
Privium Fund Management (UK)
United Kingdom
$1.07M +$940K +1,704 New
YDMI
1045
Y.D. More Investments
Israel
$1.05M – – –
OL
1046
Optas LLC
Texas
$1.05M +$13.2K +24 +1%
PL
1047
Parthenon LLC
Kentucky
$1.05M – – –
NPT
1048
Nixon Peabody Trust
Massachusetts
$1.05M +$924K +1,675 New
VW
1049
Vance Wealth
California
$1.05M -$1.1K -2 -0.1%
BMCM
1050
Bryn Mawr Capital Management
Pennsylvania
$1.05M -$2.76K -5 -0.3%
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