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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1526
George Kaiser Family Foundation
Oklahoma
$296K – – –
PGCM
1527
Prescott Group Capital Management
Oklahoma
$296K – – –
AWA
1528
Argos Wealth Advisors
California
$294K +$325K +681 New
FCA
1529
FLC Capital Advisors
California
$293K +$323K +677 New
NG
1530
Novem Group
New York
$292K -$83.5K -175 -21%
CAM
1531
Cidel Asset Management
Ontario, Canada
$292K +$109K +228 +51%
OC
1532
Oakworth Capital
Alabama
$292K – – –
PS
1533
Planned Solutions
California
$291K – – –
VT
1534
Volterra Technologies
New York
$291K +$319K +668 +16,700%
MIA
1535
MMBG Investment Advisors
Florida
$290K -$322K -675 -50%
KA
1536
Klingman & Associates
New York
$289K +$32.9K +69 +12%
EDRH
1537
Edmond de Rothschild Holding
Switzerland
$288K -$143K -300 -31%
IIC
1538
Integrated Investment Consultants
Michigan
$288K +$33.4K +70 +12%
CP
1539
Clarendon Private
Massachusetts
$288K +$16.7K +35 +6%
AAM
1540
Alphadyne Asset Management
New York
$288K +$318K +666 New
WI
1541
WrapManager Inc
California
$287K -$32.4K -68 -9%
WAG
1542
Winthrop Advisory Group
Massachusetts
$286K -$17.2K -36 -5%
MCM
1543
Moore Capital Management
New York
$286K -$1.1M -2,302 -78%
WC
1544
Woodstock Corp
Massachusetts
$286K -$3.82K -8 -1%
EWM
1545
Endowment Wealth Management
Wisconsin
$286K +$75.8K +159 +32%
UCB
1546
United Community Bank
South Carolina
$286K +$15.7K +33 +5%
PIA
1547
Perennial Investment Advisors
California
$284K +$73K +153 +30%
RWA
1548
Rooted Wealth Advisors
Illinois
$283K +$333K +699 New
AIM
1549
Acropolis Investment Management
Missouri
$283K +$1.91K +4 +0.6%
SWASL
1550
Spartan Wealth Advisory Services LLC
Michigan
$282K +$311K +651 New
60 61
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63 64