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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
1201
Grandfield & Dodd
New York
$360K – – –
KPCM
1202
Kings Point Capital Management
New York
$358K -$1.54K -3 -0.4%
IDA
1203
Intelligence Driven Advisers
California
$356K – – –
QC
1204
QCM Cayman
Texas
$353K +$376K +735 New
GL
1205
Graypoint LLC
New York
$352K +$29.2K +57 +8%
JAFL
1206
Jay A. Fishman Ltd
Michigan
$352K – – –
BAAM
1207
Baker Avenue Asset Management
California
$351K -$4.1K -8 -1%
EDRH
1208
Edmond de Rothschild Holding
Switzerland
$351K – – –
TFF
1209
The Family Firm
Maryland
$350K +$512 +1 +0.1%
JBA
1210
Johnson Bixby & Associates
Washington
$349K – – –
JWM
1211
Janiczek Wealth Management
Colorado
$346K -$27.7K -54 -7%
BWP
1212
Bernardo Wealth Planning
Pennsylvania
$345K – – –
MOS
1213
MGO One Seven
Ohio
$343K +$94.2K +184 +35%
CCA
1214
Childress Capital Advisors
Texas
$342K +$41K +80 +13%
PL
1215
Plancorp LLC
Missouri
$339K -$47.1K -92 -12%
CIM
1216
Contravisory Investment Management
Massachusetts
$339K +$11.8K +23 +3%
AC
1217
Avestar Capital
New York
$337K +$38.4K +75 +12%
OA
1218
Oxbow Advisors
Texas
$335K – – –
EFS
1219
Essex Financial Services
Connecticut
$335K +$8.19K +16 +2%
EA
1220
Echo45 Advisors
California
$334K -$108K -210 -23%
RMC
1221
Resources Management Corp
Connecticut
$334K -$66.6K -130 -16%
LB
1222
Legacy Bridge
Iowa
$334K – – –
RTC
1223
Riverview Trust Company
Washington
$334K +$83K +162 +30%
GDP
1224
Great Diamond Partners
Maine
$333K -$102K -199 -22%
HHGA
1225
Halbert Hargrove Global Advisors
California
$332K -$5.63K -11 -2%
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