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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1351
Elgethun Capital Management
South Dakota
$524K – – –
BLAM
1352
Bourne Lent Asset Management
New York
$523K – – –
TA
1353
TFB Advisors
Kansas
$522K +$542K +849 New
AA
1354
Alta Advisers
United Kingdom
$520K – – –
MIAS
1355
Mason Investment Advisory Services
Virginia
$520K – – –
NAMNJ
1356
NorthStar Asset Management (New Jersey)
New Jersey
$517K -$26.2K -41 -5%
VC
1357
Veery Capital
Delaware
$517K – – –
WAP
1358
Wealthcare Advisory Partners
Pennsylvania
$515K +$97K +152 +24%
MAG
1359
MRA Advisory Group
New Jersey
$515K +$5.11K +8 +1%
SP
1360
Saranac Partners
$514K -$252K -395 -33%
JWM
1361
Janiczek Wealth Management
Colorado
$512K +$46K +72 +10%
PWA
1362
Prairie Wealth Advisors
Nebraska
$511K +$502K +786 New
HFA
1363
Harbert Fund Advisors
Alabama
$510K +$501K +785 New
TC
1364
Trilogy Capital
California
$508K +$499K +781 New
CIM
1365
Contravisory Investment Management
Massachusetts
$505K -$17.2K -27 -3%
SAA
1366
Southeast Asset Advisors
Georgia
$505K +$31.9K +50 +7%
CA
1367
Crewe Advisors
Utah
$505K +$496K +777 New
TFF
1368
The Family Firm
Maryland
$504K +$638 +1 +0.1%
CCG
1369
Catalina Capital Group
California
$502K +$493K +772 New
CIM
1370
Chapman Investment Management
California
$500K -$63.8K -100 -12%
PCS
1371
Private Client Services
Kentucky
$499K +$22.3K +35 +5%
BB
1372
Busey Bank
Illinois
$499K -$290K -454 -37%
BWA
1373
BlueSky Wealth Advisors
North Carolina
$498K – – –
HIIFS
1374
Harel Insurance Investments & Financial Services
Israel
$495K -$638 -1 -0.1%
EFA
1375
Edge Financial Advisors
Illinois
$495K +$486K +761 New
53 54
55
56 57