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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1276
Caldwell Trust
Florida
$649K – – –
TIA
1277
Tiemann Investment Advisors
California
$648K -$18.6K -30 -3%
WAG
1278
Wallace Advisory Group
California
$640K -$31K -50 -5%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$639K +$15.5K +25 +3%
TWM
1280
Tolleson Wealth Management
Texas
$637K – – –
MAM
1281
MWA Asset Management
Massachusetts
$637K -$1.24K -2 -0.2%
TCM
1282
Traynor Capital Management
Pennsylvania
$636K – – –
SMA
1283
Seven Mile Advisory
New Jersey
$636K +$28.5K +46 +5%
PTC
1284
Private Trust Company
Ohio
$630K -$31K -50 -5%
MYIA
1285
Mount Yale Investment Advisors
Colorado
$628K -$430K -693 -42%
HWA
1286
HCR Wealth Advisors
California
$628K – – –
HFW
1287
Horizon Family Wealth
Illinois
$627K +$620 +1 +0.1%
AC
1288
Abbrea Capital
California
$624K -$89.9K -145 -13%
RH
1289
RFG Holdings
Texas
$623K +$244K +393 +71%
CFP
1290
Catalyst Financial Partners
Massachusetts
$623K +$15.5K +25 +3%
APW
1291
Austin Private Wealth
Texas
$621K +$28.5K +46 +5%
IFU
1292
iSAM Funds (UK)
United Kingdom
$619K +$584K +942 New
EFG
1293
Ethos Financial Group
Pennsylvania
$616K +$19.8K +32 +4%
CD
1294
Chapin Davis
Maryland
$611K -$95.5K -154 -14%
C
1295
Certuity
Florida
$610K -$38.5K -62 -6%
IFG
1296
Independent Financial Group
California
$609K +$50.2K +81 +10%
BCA
1297
Bay Colony Advisors
Massachusetts
$605K +$71.3K +115 +14%
BPCE
1298
Bank Pictet & Cie (Europe)
Germany
$605K +$571K +921 New
CCA
1299
Conestoga Capital Advisors
Pennsylvania
$601K -$251K -405 -31%
FFG
1300
Fiduciary Financial Group
California
$601K +$559K +902 New
50 51
52
53 54