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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ZI
1201
ZEGA Investments
Florida
$997K – – –
BCA
1202
Bay Colony Advisors
Massachusetts
$996K +$19.8K +30 +2%
DE
1203
Diversified Enterprises
Delaware
$994K +$511K +773 +106%
PCM
1204
Penserra Capital Management
California
$992K -$1.24M -1,874 -56%
PHAM
1205
Palisades Hudson Asset Management
Florida
$989K – – –
BPCE
1206
Bank Pictet & Cie (Europe)
Germany
$986K -$200K -303 -17%
VST
1207
Van Strum & Towne
California
$984K – – –
FHA
1208
Flagship Harbor Advisors
Massachusetts
$979K -$410K -621 -30%
UWS
1209
Unique Wealth Strategies
Illinois
$974K +$27.1K +41 +3%
SAM
1210
Simplify Asset Management
Nevada
$972K +$196K +297 +25%
ST
1211
Smithfield Trust
Pennsylvania
$972K -$2.64K -4 -0.3%
VCA
1212
Verdence Capital Advisors
Maryland
$971K -$263K -398 -21%
OIAM
1213
OFI Invest Asset Management
France
$971K +$883K +1,337 +768%
ACS
1214
Archford Capital Strategies
Illinois
$970K +$1.98K +3 +0.2%
TSS
1215
Two Sigma Securities
New York
$970K +$967K +1,464 New
GLA
1216
Great Lakes Advisors
Illinois
$965K -$28.4K -43 -3%
WPP
1217
Whalerock Point Partners
Rhode Island
$964K – – –
LCGC
1218
Legacy Capital Group California
California
$958K -$10.6K -16 -1%
FAM
1219
Fulcrum Asset Management
United Kingdom
$950K -$27.8K -42 -3%
WAM
1220
Weatherly Asset Management
California
$949K -$2.64K -4 -0.3%
EWA
1221
EverSource Wealth Advisors
Alabama
$948K -$6.61K -10 -0.7%
FCH
1222
Freestone Capital Holdings
Washington
$947K -$235K -356 -20%
LCWP
1223
Legacy Capital Wealth Partners
Arkansas
$939K +$44.9K +68 +5%
BLC
1224
Brown, Lisle/Cummings
Rhode Island
$939K +$661K +1,000 +239%
PWP
1225
Principle Wealth Partners
Connecticut
$939K +$20.5K +31 +2%
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