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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1351
Capital Investment Advisory Services
North Carolina
$668K +$64.1K +97 +11%
PI
1352
Pettee Investors
Connecticut
$663K – – –
RC
1353
RBF Capital
California
$662K – – –
ICP
1354
Interchange Capital Partners
Pennsylvania
$662K -$27.8K -42 -4%
WI
1355
WBI Investments
New Jersey
$660K -$73.3K -111 -10%
APW
1356
Aventura Private Wealth
Florida
$656K -$50.9K -77 -7%
CGL
1357
Clarius Group LLC
Washington
$654K -$272K -411 -29%
ALAM
1358
Asahi Life Asset Management
Japan
$654K +$307K +465 +89%
PWMAG
1359
Pinnacle Wealth Management Advisory Group
New Jersey
$654K +$17.8K +27 +3%
CT
1360
Chicago Trust
Illinois
$652K +$49.6K +75 +8%
TP
1361
TritonPoint Partners
Maryland
$649K +$648K +980 New
NFA
1362
Northern Financial Advisors
Michigan
$648K -$139K -210 -18%
4A
1363
4Wealth Advisors
Illinois
$645K +$37.7K +57 +6%
FFA
1364
Founders Financial Alliance
North Carolina
$642K +$661 +1 +0.1%
TWM
1365
Tolleson Wealth Management
Texas
$642K – – –
KFAS
1366
Keating Financial Advisory Services
Kansas
$641K +$640K +968 New
EDRH
1367
Edmond de Rothschild Holding
Switzerland
$641K -$10.6K -16 -2%
DCM
1368
DGS Capital Management
New Jersey
$639K -$56.8K -86 -8%
BIA
1369
Bell Investment Advisors
California
$637K +$24.4K +37 +4%
PWA
1370
Pitcairn Wealth Advisors
Pennsylvania
$637K +$636K +962 New
PT
1371
Plimoth Trust
Massachusetts
$637K -$66.1K -100 -9%
EA
1372
Everpar Advisors
Oklahoma
$637K +$37K +56 +6%
PCM
1373
Prelude Capital Management
New York
$637K +$295K +447 +87%
PL
1374
Plancorp LLC
Missouri
$634K -$24.4K -37 -4%
VCM
1375
Versant Capital Management
Arizona
$634K +$111K +168 +21%
53 54
55
56 57