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Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1201
Islay Capital Management
Texas
$78K
JGIA
1202
Jackson Grant Investment Advisers
Connecticut
$78K +$72K +205 New
PFO
1203
Pathstone Family Office
New Jersey
$78K +$72K +205 New
AS
1204
Altshuler Shaham
Israel
$77K -$27K -77 -27%
TI
1205
Truehand Inc
New Hampshire
$76K
BCM
1206
Birch Capital Management
Texas
$75K
VCM
1207
Versant Capital Management
Arizona
$75K +$6.67K +19 +11%
ED
1208
Exane Derivatives
France
$74.8K +$69.2K +197 New
MPWT
1209
MassMutual Private Wealth & Trust
Connecticut
$73K +$4.21K +12 +7%
VCG
1210
Vantage Consulting Group
Virginia
$72K +$66.7K +190 New
WT
1211
Washington Trust
Rhode Island
$70K +$22.8K +65 +54%
CCA
1212
Catalyst Capital Advisors
New York
$70K +$65K +185 New
SWA
1213
Sutton Wealth Advisors
Florida
$69.5K +$2.11K +6 +3%
WR
1214
WD Rutherford
Oregon
$66K +$61.5K +175 New
WEC
1215
Winslow Evans & Crocker
Massachusetts
$65K
HGWM
1216
Harvest Group Wealth Management
Massachusetts
$64K
GWS
1217
Glassman Wealth Services
Virginia
$61K +$9.83K +28 +21%
SLF
1218
Sun Life Financial
Ontario, Canada
$59K -$1.05K -3 -2%
SIC
1219
Salem Investment Counselors
North Carolina
$59K +$26K +74 +91%
PMFA
1220
Plante Moran Financial Advisors
Michigan
$58K -$17.6K -50 -25%
MF
1221
Manchester Financial
California
$57K
CTFG
1222
Capstone Triton Financial Group
Oklahoma
$54K +$50.2K +143 New
FMII
1223
Farmers & Merchants Investments Inc
Nebraska
$51K
WPA
1224
West Paces Advisors
Georgia
$49.4K
AIG
1225
American International Group
New York
$45.7K +$3.91M +11,122 +10%