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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1476
Accelerate Investment Advisors
California
$388K +$398K +624 New
ESB
1477
Essex Savings Bank
Connecticut
$388K -$19.1K -30 -5%
HIM
1478
Hillsdale Investment Management
Ontario, Canada
$386K -$41.5K -65 -9%
WA
1479
WP Advisors
California
$386K -$63.8K -100 -14%
PPW
1480
Parcion Private Wealth
Washington
$385K +$396K +620 New
CM
1481
Cercano Management
Washington
$384K +$395K +619 New
AIA
1482
Alera Investment Advisors
Illinois
$383K +$29.4K +46 +8%
BB
1483
Berkshire Bank
Massachusetts
$383K -$638 -1 -0.2%
MIM
1484
Morningstar Investment Management
Illinois
$382K +$395K +619 New
DIS
1485
Diversified Investment Strategies
Louisiana
$381K – – –
VBFP
1486
Valtinson Bruner Financial Planning
Minnesota
$380K -$638 -1 -0.2%
GDP
1487
Great Diamond Partners
Maine
$379K +$638 +1 +0.2%
NMG
1488
New Millennium Group
Utah
$379K +$638 +1 +0.2%
TH
1489
TCTC Holdings
Texas
$377K – – –
FFO
1490
Fortitude Family Office
Arizona
$376K +$15.3K +24 +4%
BFA
1491
Bragg Financial Advisors
North Carolina
$376K +$1.92K +3 +0.5%
T
1492
TOBAM
France
$376K +$78.5K +123 +25%
FCA
1493
FinTrust Capital Advisors
South Carolina
$375K -$7.02K -11 -2%
WG
1494
Winton Group
United Kingdom
$374K +$385K +603 New
CAM
1495
Columbia Asset Management
Michigan
$374K – – –
SAMT
1496
Select Asset Management & Trust
Pennsylvania
$373K – – –
ECAM
1497
East Coast Asset Management
Massachusetts
$373K – – –
GA
1498
Gordian Advisors
Arizona
$373K +$383K +600 New
MM
1499
MQS Management
New York
$373K +$383K +600 New
BIP
1500
Blueprint Investment Partners
North Carolina
$372K +$382K +599 New
58 59
60
61 62