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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
1276
Westwood Management Corporation
Illinois
$232K – – –
NERM
1277
New England Research & Management
Illinois
$232K +$21.6K +50 +9%
CG
1278
CFO4Life Group
Texas
$232K +$258K +598 New
ER
1279
Enlightenment Research
Florida
$232K +$259K +600 New
FL
1280
Fort LP
Maryland
$231K -$309K -716 -55%
SFG
1281
Synergy Financial Group
California
$231K – – –
EA
1282
Emerald Advisers
Pennsylvania
$230K – – –
WG
1283
Winton Group
United Kingdom
$230K +$256K +593 New
CG
1284
Corundum Group
Colorado
$229K +$2.59K +6 +1%
VFA
1285
Valeo Financial Advisors
Indiana
$228K +$5.18K +12 +2%
CWP
1286
Curated Wealth Partners
California
$228K +$254K +588 New
EDRH
1287
Edmond de Rothschild Holding
Switzerland
$227K – – –
PWMG
1288
Prestige Wealth Management Group
New Jersey
$227K +$24.6K +57 +11%
PI
1289
PFS Investments
Georgia
$227K +$253K +586 New
GWM
1290
Geneos Wealth Management
Colorado
$224K -$248K -573 -50%
CMA
1291
Cedar Mountain Advisors
Oregon
$224K +$432 +1 +0.2%
WA
1292
Waverly Advisors
Alabama
$224K +$432 +1 +0.2%
ERIM
1293
Eagle Ridge Investment Management
Connecticut
$223K – – –
KIA
1294
KCM Investment Advisors
California
$223K +$3.02K +7 +1%
FCH
1295
Freestone Capital Holdings
Washington
$222K -$307K -710 -55%
CI
1296
CX Institutional
Indiana
$218K -$1.57M -3,627 -87%
CP
1297
CenterBook Partners
Connecticut
$218K -$924K -2,139 -79%
I
1298
IMPACTfolio
Colorado
$218K +$1.73K +4 +0.7%
MA
1299
Momentum Advisors
New York
$218K +$243K +562 New
JSC
1300
Jackson Square Capital
California
$217K – – –
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