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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1176
Burney Company
Virginia
$552K +$25.8K +51 +5%
HFW
1177
Horizon Family Wealth
Illinois
$552K +$1.01K +2 +0.2%
EWM
1178
Evercore Wealth Management
New York
$551K +$10.6K +21 +2%
OIA
1179
OneDigital Investment Advisors
Kansas
$546K -$132K -260 -20%
AC
1180
Abbrea Capital
California
$544K +$7.59K +15 +1%
CIA
1181
Capital Investment Advisors
Georgia
$543K -$122K -241 -18%
HIA
1182
Harbor Investment Advisory
Maryland
$542K -$90.6K -179 -14%
WAG
1183
Wallace Advisory Group
California
$542K +$44K +87 +8%
RPWA
1184
Regent Peak Wealth Advisors
Georgia
$541K +$57.2K +113 +12%
KWM
1185
Kingsview Wealth Management
Oregon
$539K -$67.8K -134 -11%
YC
1186
Yarbrough Capital
Tennessee
$539K – – –
CBTWT
1187
Community Bank & Trust (Waco, Texas)
Texas
$537K +$22.3K +44 +3%
KFP
1188
KMG Fiduciary Partners
Ohio
$536K – – –
CUAMC
1189
China Universal Asset Management Company
China
$533K +$368K +728 +230%
IIA
1190
ICW Investment Advisors
Arizona
$533K +$506 +1 +0.1%
EH
1191
Equitable Holdings
New York
$532K +$21.3K +42 +4%
SP
1192
Symmetry Partners
Connecticut
$531K – – –
AC
1193
Allstate Corporation
Illinois
$531K – – –
WBG
1194
Wharton Business Group
Pennsylvania
$529K – – –
PTC
1195
Private Trust Company
Ohio
$529K -$1.43M -2,820 -73%
SPA
1196
Sherbrooke Park Advisers
New York
$527K -$743K -1,469 -59%
GT
1197
Glenview Trust
Kentucky
$527K +$9.62K +19 +2%
SF
1198
Symphony Financial
Texas
$526K -$160K -317 -24%
CWM
1199
Cornerstone Wealth Management
Missouri
$525K +$520K +1,028 New
RSWM
1200
Robertson Stephens Wealth Management
California
$524K +$84.5K +167 +19%
46 47
48
49 50