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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TBWA
1076
Three Bridge Wealth Advisors
California
$1.06M – – –
WFPG
1077
Waller Financial Planning Group
Ohio
$1.06M – – –
TWM
1078
Trueblood Wealth Management
Ohio
$1.06M -$72.1K -113 -7%
BMCM
1079
Bryn Mawr Capital Management
Pennsylvania
$1.06M -$31.3K -49 -3%
GLR
1080
Great Lakes Retirement
Ohio
$1.05M -$15.3K -24 -1%
PHAM
1081
Palisades Hudson Asset Management
Florida
$1.05M -$31.9K -50 -3%
NG
1082
Norden Group
Utah
$1.04M +$398K +623 +63%
FFBTD
1083
First Financial Bank - Trust Division
Ohio
$1.04M – – –
BHPW
1084
Beverly Hills Private Wealth
California
$1.04M +$31.3K +49 +3%
UAS
1085
United Asset Strategies
New York
$1.04M +$76.6K +120 +8%
BL
1086
BFSG LLC
California
$1.04M -$37K -58 -4%
IWM
1087
IHT Wealth Management
Illinois
$1.03M +$55.5K +87 +6%
JWA
1088
JFS Wealth Advisors
Pennsylvania
$1.03M +$12.1K +19 +1%
LCGC
1089
Legacy Capital Group California
California
$1.03M -$37K -58 -4%
SSWM
1090
Smith Salley Wealth Management
North Carolina
$1.01M +$117K +184 +13%
HIMC
1091
Heritage Investors Management Corp
Maryland
$1.01M -$70.2K -110 -7%
FB
1092
Fulton Bank
Pennsylvania
$1.01M +$127K +199 +15%
SPA
1093
Sherbrooke Park Advisers
New York
$1.01M +$989K +1,549 New
MA
1094
MJP Associates
Connecticut
$1.01M +$258K +404 +35%
HWA
1095
Heritage Wealth Advisors
Virginia
$1M +$5.11K +8 +0.5%
PI
1096
PFG Investments
New York
$1M +$398K +624 +68%
SL
1097
Sonnipe Ltd
Isle Of Man
$995K – – –
MWM
1098
MorganRosel Wealth Management
Colorado
$995K +$90.6K +142 +10%
ST
1099
Smithfield Trust
Pennsylvania
$994K +$7.66K +12 +0.8%
SRCM
1100
Signature Resources Capital Management
California
$990K – – –
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