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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1251
Aventura Private Wealth
Florida
$630K – – –
VCA
1252
Verdence Capital Advisors
Maryland
$628K -$136K -226 -18%
IAN
1253
Integrated Advisors Network
Texas
$625K -$255K -424 -29%
KWM
1254
KFG Wealth Management
Indiana
$622K +$68.5K +114 +13%
PI
1255
PFG Investments
New York
$620K -$141K -235 -19%
FAFN
1256
First Affirmative Financial Network
Colorado
$615K -$76.3K -127 -11%
FM
1257
Freemont Management
Switzerland
$614K -$60.1K -100 -9%
RC
1258
RBF Capital
California
$614K – – –
SGI
1259
Summit Global Investments
Utah
$610K -$1.07M -1,779 -64%
PCTC
1260
Perkins Coie Trust Company
Washington
$610K +$601 +1 +0.1%
EDRH
1261
Edmond de Rothschild Holding
Switzerland
$604K – – –
AWA
1262
Arete Wealth Advisors
Illinois
$602K +$28.2K +47 +5%
EWM
1263
Evercore Wealth Management
New York
$601K -$13.2K -22 -2%
GBT
1264
Grove Bank & Trust
Florida
$599K – – –
TIA
1265
Tiemann Investment Advisors
California
$599K +$12K +20 +2%
WC
1266
Waterloo Capital
Texas
$599K +$80.5K +134 +16%
TWM
1267
Tolleson Wealth Management
Texas
$595K -$3.6K -6 -0.6%
FAN
1268
Financial Advisors Network
California
$592K +$289K +482 +100%
T
1269
Tidemark
California
$590K – – –
VFA
1270
Values First Advisors
Tennessee
$588K – – –
EC
1271
EntryPoint Capital
New York
$586K +$573K +954 New
HFW
1272
Horizon Family Wealth
Illinois
$585K -$1.8K -3 -0.3%
WAG
1273
Wallace Advisory Group
California
$585K -$2.4K -4 -0.4%
HBT
1274
Hills Bank & Trust
Iowa
$582K +$75.7K +126 +15%
CPW
1275
Catalyst Private Wealth
California
$581K -$6.61K -11 -1%
49 50
51
52 53