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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1076
MONECO Advisors
Connecticut
$355K – – –
EI
1077
Ellevest Inc
New York
$355K +$73.7K +170 +31%
SF
1078
Symphony Financial
Texas
$354K -$6.07K -14 -2%
AF
1079
Advisornet Financial
Minnesota
$353K +$11.3K +26 +4%
HPWM
1080
Highland Private Wealth Management
Washington
$351K +$4.77K +11 +2%
LJAC
1081
L.J. Altfest & Co
New York
$349K +$43.4K +100 +16%
HHGA
1082
Halbert Hargrove Global Advisors
California
$348K -$14.7K -34 -5%
JAG
1083
Journey Advisory Group
Kentucky
$348K +$21.2K +49 +7%
OCM
1084
One Capital Management
California
$345K +$26.9K +62 +10%
WFI
1085
West Family Investments
California
$344K +$304K +702 New
MBTD
1086
Mechanics Bank - Trust Department
California
$343K -$20.4K -47 -6%
NFSG
1087
Newbridge Financial Services Group
Florida
$343K -$6.5K -15 -2%
AP
1088
Americana Partners
Texas
$343K – – –
FSC
1089
Full Sail Capital
Oklahoma
$343K – – –
JPG
1090
Jordan Park Group
California
$343K +$304K +700 New
CIM
1091
Contravisory Investment Management
Massachusetts
$342K – – –
OA
1092
Oxbow Advisors
Texas
$342K – – –
BWP
1093
Bernardo Wealth Planning
Pennsylvania
$340K – – –
JF
1094
JSF Financial
California
$336K -$19.5K -45 -6%
LIA
1095
LS Investment Advisors
Michigan
$331K -$1.66M -3,838 -85%
JGUA
1096
John G. Ullman & Associates
New York
$331K – – –
AWM
1097
Aevitas Wealth Management
Massachusetts
$331K +$434 +1 +0.1%
SLT
1098
St Louis Trust
Missouri
$330K – – –
GLLW
1099
Graves Light Lenhart Wealth
Virginia
$327K -$217K -500 -43%
GA
1100
Geller Advisors
New York
$326K -$867 -2 -0.3%
42 43
44
45 46