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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1201
Bahl & Gaynor
Ohio
$710K -$68.9K -125 -10%
EWA
1202
Exencial Wealth Advisors
Oklahoma
$708K -$348K -631 -36%
TIMH
1203
Tilt Investment Management Holdings
New York
$707K +$624K +1,131 New
CWM
1204
Concentric Wealth Management
California
$706K – – –
ALAM
1205
Asahi Life Asset Management
Japan
$706K +$5.52K +10 +0.9%
MFG
1206
Magnus Financial Group
New York
$705K +$1.1K +2 +0.2%
PFBT
1207
Parkside Financial Bank & Trust
Missouri
$702K +$93.8K +170 +18%
RPWA
1208
Regent Peak Wealth Advisors
Georgia
$702K +$35.3K +64 +6%
FPAS
1209
Focus Partners Advisor Solutions
Missouri
$701K +$8.27K +15 +1%
GAM
1210
Gotham Asset Management
New York
$694K -$1.63M -2,963 -73%
FNBOH
1211
First National Bank of Hutchinson
Kansas
$693K -$1.66K -3 -0.3%
FFM
1212
Forum Financial Management
Illinois
$693K – – –
TC
1213
Truvestments Capital
Florida
$692K -$7.72K -14 -1%
FCH
1214
Freestone Capital Holdings
Washington
$684K +$96K +174 +19%
MIH
1215
Meitav Investment House
Israel
$684K – – –
AC
1216
Abbrea Capital
California
$684K +$16.5K +30 +3%
BC
1217
Burney Company
Virginia
$684K +$7.17K +13 +1%
EWM
1218
Evercore Wealth Management
New York
$683K +$7.72K +14 +1%
NB
1219
NBT Bank
New York
$683K +$162K +293 +37%
IFWM
1220
Institute for Wealth Management
Colorado
$681K -$11K -20 -2%
PP
1221
PDS Planning
Ohio
$679K -$1.66K -3 -0.3%
KWM
1222
Kolinsky Wealth Management
New Jersey
$676K -$21K -38 -3%
BP
1223
BBR Partners
New York
$672K +$593K +1,075 New
AIC
1224
Argus Investors Counsel
New York
$669K -$15.4K -28 -3%
GWMR
1225
GC Wealth Management RIA
Massachusetts
$665K +$587K +1,064 New
47 48
49
50 51