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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1076
Symphony Financial
Texas
$547K -$81.7K -199 -14%
CL
1077
Choreo LLC
Illinois
$547K +$503K +1,226 New
ECA
1078
Elevated Capital Advisors
Utah
$546K +$9.03K +22 +2%
CPWA
1079
Cerro Pacific Wealth Advisors
California
$545K +$3.28K +8 +0.7%
HS
1080
HighVista Strategies
Massachusetts
$544K +$246K +600 +97%
GFP
1081
Gryphon Financial Partners
Ohio
$543K +$8.21K +20 +2%
CBTWT
1082
Community Bank & Trust (Waco, Texas)
Texas
$541K +$12.3K +30 +3%
C
1083
Certuity
Florida
$538K +$35.3K +86 +8%
NRS
1084
Neville Rodie & Shaw
New York
$538K – – –
FNBT
1085
FineMark National Bank & Trust
Florida
$537K +$30K +73 +6%
GLA
1086
Great Lakes Advisors
Illinois
$537K +$70.2K +171 +17%
PWP
1087
Principle Wealth Partners
Connecticut
$536K +$411 +1 +0.1%
SHGA
1088
Sand Hill Global Advisors
California
$535K -$7.8K -19 -2%
AFS
1089
Aft Forsyth & Sober
Florida
$535K – – –
CIA
1090
Choate Investment Advisors
Massachusetts
$533K +$117K +285 +31%
CA
1091
CGN Advisors
Kansas
$528K – – –
EWM
1092
Evercore Wealth Management
New York
$527K -$197K -481 -29%
RMCM
1093
Reynders McVeigh Capital Management
Massachusetts
$526K – – –
WA
1094
Wealth Architects
California
$525K +$39.8K +97 +9%
MWM
1095
Modera Wealth Management
New Jersey
$524K -$2.05K -5 -0.4%
BC
1096
Burney Company
Virginia
$519K -$340K -828 -42%
WC
1097
Waterloo Capital
Texas
$518K +$477K +1,161 New
IFWM
1098
Institute for Wealth Management
Colorado
$515K +$7.8K +19 +2%
GRP
1099
Global Retirement Partners
California
$514K +$232K +565 +89%
HFW
1100
Horizon Family Wealth
Illinois
$513K +$821 +2 +0.2%
42 43
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