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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1201
Concourse Financial Group Securities
Alabama
$93K +$30.6K +87 +55%
GRP
1202
Global Retirement Partners
California
$88K – – –
IAIM
1203
International Assets Investment Management
Florida
$86K +$80.1K +228 New
EP
1204
Eudaimonia Partners
Tennessee
$82K +$5.27K +15 +8%
HCP
1205
Hexagon Capital Partners
Arkansas
$79K – – –
ICM
1206
Islay Capital Management
Texas
$78K – – –
JGIA
1207
Jackson Grant Investment Advisers
Connecticut
$78K +$72K +205 New
PFO
1208
Pathstone Family Office
New Jersey
$78K +$72K +205 New
AS
1209
Altshuler Shaham
Israel
$77K -$27K -77 -27%
TI
1210
Truehand Inc
New Hampshire
$76K – – –
BCM
1211
Birch Capital Management
Texas
$75K – – –
VCM
1212
Versant Capital Management
Arizona
$75K +$6.67K +19 +11%
ED
1213
Exane Derivatives
France
$74.8K +$69.2K +197 New
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$73K +$4.21K +12 +7%
VCG
1215
Vantage Consulting Group
Virginia
$72K +$66.7K +190 New
WT
1216
Washington Trust
Rhode Island
$70K +$22.8K +65 +54%
CCA
1217
Catalyst Capital Advisors
New York
$70K +$65K +185 New
SWA
1218
Sutton Wealth Advisors
Florida
$69.5K +$2.11K +6 +3%
WR
1219
WD Rutherford
Oregon
$66K +$61.5K +175 New
WEC
1220
Winslow Evans & Crocker
Massachusetts
$65K – – –
HGWM
1221
Harvest Group Wealth Management
Massachusetts
$64K – – –
GWS
1222
Glassman Wealth Services
Virginia
$61K +$9.83K +28 +21%
SLF
1223
Sun Life Financial
Ontario, Canada
$59K -$1.05K -3 -2%
SIC
1224
Salem Investment Counselors
North Carolina
$59K +$26K +74 +91%
PMFA
1225
Plante Moran Financial Advisors
Michigan
$58K -$17.6K -50 -25%
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