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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1301
LifeSteps Financial
California
$356K -$13K -21 -4%
MW
1302
Marcum Wealth
Ohio
$354K -$14.8K -24 -4%
NERM
1303
New England Research & Management
Illinois
$354K – – –
LFA
1304
Legacy Financial Advisors
Kentucky
$354K +$50K +81 +17%
HWIS
1305
Hancock Whitney Investment Services
Louisiana
$352K +$335K +543 New
PIM
1306
Perpetual Investment Management
Australia
$350K +$336K +544 New
ACM
1307
Advisors Capital Management
New Jersey
$347K -$25.3K -41 -7%
IFS
1308
Intelligent Financial Strategies
Minnesota
$347K +$333K +540 New
GC
1309
Grimes & Company
Massachusetts
$346K +$29K +47 +10%
ESB
1310
Essex Savings Bank
Connecticut
$344K -$75.3K -122 -19%
WPC
1311
Wedmont Private Capital
Pennsylvania
$344K +$384K +622 New
RTC
1312
Riverview Trust Company
Washington
$343K – – –
HFA
1313
High Falls Advisors
New York
$343K +$62.3K +101 +23%
BW
1314
Bison Wealth
Georgia
$342K – – –
AS
1315
Altshuler Shaham
Israel
$341K -$54.9K -89 -14%
MOS
1316
MGO One Seven
Ohio
$341K +$1.24K +2 +0.4%
BFA
1317
Brendel Financial Advisors
New Hampshire
$340K +$327K +529 New
MAM
1318
Magellan Asset Management
Australia
$339K +$40.7K +66 +14%
MFG
1319
Merit Financial Group
Georgia
$336K – – –
SIM
1320
SSI Investment Management
California
$336K – – –
FAN
1321
Financial Advisors Network
California
$336K +$4.32K +7 +1%
SF
1322
Synovus Financial
Georgia
$335K -$41.4K -67 -11%
CFA
1323
Carroll Financial Associates
North Carolina
$335K -$6.79K -11 -2%
RIM
1324
Redwood Investment Management
Arizona
$335K +$322K +521 New
AAS
1325
Ameritas Advisory Services
Nebraska
$334K +$320K +519 New
51 52
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