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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1076
Wharton Business Group
Pennsylvania
$399K – – –
FNBT
1077
FineMark National Bank & Trust
Florida
$397K +$24.8K +60 +6%
EI
1078
Ellevest Inc
New York
$397K +$41.4K +100 +11%
AIC
1079
Argus Investors Counsel
New York
$397K +$60K +145 +16%
WA
1080
Wealth Architects
California
$394K -$9.11K -22 -2%
C
1081
Certuity
Florida
$392K -$36.9K -89 -8%
TIA
1082
Tiemann Investment Advisors
California
$390K +$33.1K +80 +9%
WA
1083
Wealth Alliance
New York
$389K +$6.21K +15 +2%
WC
1084
Woodstock Corp
Massachusetts
$387K -$30.2K -73 -7%
TWM
1085
Thrive Wealth Management
Pennsylvania
$387K +$24.8K +60 +6%
CT
1086
Caldwell Trust
Florida
$385K – – –
CBT
1087
CoreFirst Bank & Trust
Kansas
$385K – – –
PWMG
1088
Pinnacle Wealth Management Group
Michigan
$385K – – –
RC
1089
RBF Capital
California
$385K – – –
CAL
1090
Capital Advisors Ltd
Ohio
$385K +$34K +82 +9%
MLL
1091
Moody Lynn & Lieberson
Massachusetts
$382K -$658K -1,589 -62%
BBNA
1092
Bremer Bank National Association
Minnesota
$382K – – –
WSTAM
1093
Wilbanks Smith & Thomas Asset Management
Virginia
$381K +$37.7K +91 +10%
Q
1094
QVR
California
$379K +$407K +982 New
CHP
1095
Cable Hill Partners
Oregon
$377K +$144K +348 +55%
LIM
1096
Leavell Investment Management
Alabama
$377K +$145K +349 +55%
MWM
1097
Meridian Wealth Management
Kentucky
$377K +$405K +977 New
TWM
1098
Tolleson Wealth Management
Texas
$373K – – –
AIP
1099
Almanack Investment Partners
Pennsylvania
$372K -$10.4K -25 -3%
NMG
1100
New Millennium Group
Utah
$369K -$97.7K -236 -20%
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