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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
1476
Capital Investment Counsel Inc
North Carolina
$551K – – –
PK
1477
Pflug Koory
Nebraska
$551K – – –
JGC
1478
J. Goldman & Co
New York
$551K +$474K +700 New
TI
1479
Truepoint Inc
Ohio
$551K -$22.3K -33 -5%
HAS
1480
HBW Advisory Services
California
$549K -$13.5K -20 -3%
TW
1481
Traveka Wealth
California
$547K +$677 +1 +0.1%
FIA
1482
Foundations Investment Advisors
Arizona
$546K +$111K +164 +31%
SW
1483
SMART Wealth
Nebraska
$546K +$469K +693 New
CG
1484
Cynosure Group
Utah
$545K -$7.44K -11 -2%
PWA
1485
Prairie Wealth Advisors
Nebraska
$545K – – –
MCWA
1486
Meadow Creek Wealth Advisors
Georgia
$544K -$5.41K -8 -1%
TCPG
1487
Trivant Custom Portfolio Group
California
$543K – – –
GKFF
1488
George Kaiser Family Foundation
Oklahoma
$540K +$150K +221 +48%
PGCM
1489
Prescott Group Capital Management
Oklahoma
$540K +$150K +221 +48%
VV
1490
Verity & Verity
South Carolina
$539K +$20.3K +30 +5%
3IP
1491
3Chopt Investment Partners
Virginia
$537K +$64.3K +95 +16%
SS
1492
SBI Securities
Japan
$535K -$17.6K -26 -4%
MYIA
1493
Mount Yale Investment Advisors
Colorado
$532K -$16.9K -25 -4%
SIA
1494
Soltis Investment Advisors
Utah
$532K +$78.5K +116 +21%
KCP
1495
Kera Capital Partners
California
$530K +$455K +673 New
KA
1496
Klingman & Associates
New York
$530K +$455K +673 New
PS
1497
Planned Solutions
California
$529K – – –
AIA
1498
Accelerate Investment Advisors
California
$528K +$20.3K +30 +5%
WC
1499
Woodstock Corp
Massachusetts
$525K -$10.2K -15 -2%
CBT
1500
Crews Bank & Trust
Florida
$524K – – –
58 59
60
61 62