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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
1501
EHP Funds Inc
Canada
$478K +$144K +200 +40%
TI
1502
Truepoint Inc
Ohio
$477K – – –
FIA
1503
Foundations Investment Advisors
Arizona
$477K +$2.88K +4 +0.6%
RIG
1504
Ramiah Investment Group
Wisconsin
$475K -$79.3K -110 -14%
EL
1505
EWA LLC
Pennsylvania
$475K -$9.37K -13 -2%
SCA
1506
Southern Capital Advisors
Tennessee
$471K +$44K +61 +10%
TW
1507
Traveka Wealth
California
$471K -$2.88K -4 -0.6%
TCPG
1508
Trivant Custom Portfolio Group
California
$471K – – –
CG
1509
Cynosure Group
Utah
$470K -$2.88K -4 -0.6%
VV
1510
Verity & Verity
South Carolina
$469K +$2.16K +3 +0.4%
CNBT
1511
Canandaigua National Bank & Trust
New York
$469K +$495K +687 New
SIM
1512
Sentry Investment Management
Wisconsin
$468K -$137K -190 -21%
PWA
1513
Prairie Wealth Advisors
Nebraska
$468K -$5.05K -7 -1%
GKFF
1514
George Kaiser Family Foundation
Oklahoma
$468K – – –
PGCM
1515
Prescott Group Capital Management
Oklahoma
$468K – – –
AGA
1516
Arkos Global Advisors
Texas
$466K +$203K +281 +70%
OCM
1517
One Capital Management
California
$465K +$13K +18 +3%
ATS
1518
Ashton Thomas Securities
New York
$464K +$49K +68 +11%
HAS
1519
HBW Advisory Services
California
$464K -$12.3K -17 -2%
FW
1520
FullCircle Wealth
Texas
$460K +$63.4K +88 +14%
3IP
1521
3Chopt Investment Partners
Virginia
$460K -$6.49K -9 -1%
PS
1522
Planned Solutions
California
$459K – – –
SQA
1523
Simon Quick Advisors
New Jersey
$458K +$105K +145 +28%
TBWA
1524
Three Bridge Wealth Advisors
California
$458K -$59.8K -83 -11%
WA
1525
Westfuller Advisors
New York
$458K +$239K +332 +98%
59 60
61
62 63