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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1101
TritonPoint Wealth
Maryland
$988K -$59.4K -93 -6%
AC
1102
ASB Consultores
Florida
$985K +$968K +1,516 New
DLA
1103
Douglas Lane & Associates
New York
$981K +$483K +756 +100%
FFO
1104
Fiduciary Family Office
Florida
$980K +$179K +280 +23%
KJHP
1105
K.J. Harrison & Partners
Ontario, Canada
$975K +$638K +1,000 +200%
OIA
1106
OneDigital Investment Advisors
Kansas
$975K -$207K -324 -18%
RCG
1107
Regatta Capital Group
California
$974K +$24.9K +39 +3%
SQA
1108
Simon Quick Advisors
New Jersey
$974K +$72.1K +113 +8%
FCP
1109
Fidelis Capital Partners
Florida
$969K -$76.6K -120 -7%
EDRH
1110
Edmond de Rothschild Holding
Switzerland
$967K -$146K -229 -13%
VST
1111
Van Strum & Towne
California
$966K – – –
IB
1112
Intrust Bank
Kansas
$963K +$5.75K +9 +0.6%
PG
1113
Proffitt & Goodson
Tennessee
$963K +$13.4K +21 +1%
SIM
1114
Sentry Investment Management
Wisconsin
$955K – – –
DF
1115
Donoghue Forlines
Massachusetts
$954K +$178K +279 +23%
FPCG
1116
Fort Pitt Capital Group
Pennsylvania
$950K -$102K -160 -10%
GRP
1117
Global Retirement Partners
California
$947K +$40.9K +64 +5%
SFFS
1118
Stonehage Fleming Financial Services
Jersey
$944K +$235K +368 +21%
GBT
1119
Grove Bank & Trust
Florida
$943K -$2.55K -4 -0.3%
SIA
1120
Schear Investment Advisers
Ohio
$943K +$926K +1,451 New
CBTWT
1121
Community Bank & Trust (Waco, Texas)
Texas
$942K -$8.94K -14 -1%
TCWA
1122
Turtle Creek Wealth Advisors
Texas
$942K -$57.5K -90 -6%
TAM
1123
Trillium Asset Management
Massachusetts
$939K +$340K +532 +58%
SA
1124
SRN Advisors
Pennsylvania
$936K +$47.2K +74 +5%
UWS
1125
Unique Wealth Strategies
Illinois
$929K -$264K -413 -22%
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