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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1701
Bank of Stockton
California
$218K – – –
PWM
1702
Prentice Wealth Management
New York
$218K – – –
UCB
1703
United Community Bank
South Carolina
$218K +$86.2K +135 +68%
AWM
1704
Avior Wealth Management
Nebraska
$218K +$156K +245 +272%
MFA
1705
Mayflower Financial Advisors
Massachusetts
$217K +$213K +334 New
LI
1706
Lafayette Investments
Maryland
$216K +$1.28K +2 +0.6%
GGS
1707
Galvin Gaustad & Stein
Arizona
$216K – – –
WI
1708
WrapManager Inc
California
$215K -$12.1K -19 -5%
FM
1709
Family Management
New York
$215K +$211K +331 New
HIP
1710
HUB Investment Partners
Texas
$215K -$9.57K -15 -4%
BWP
1711
Balboa Wealth Partners
Arizona
$213K +$209K +328 New
NGA
1712
Naples Global Advisors
Florida
$213K -$3.83K -6 -2%
RCA
1713
Ranch Capital Advisors
Florida
$213K -$6.38K -10 -3%
CWA
1714
Canvas Wealth Advisors
Kansas
$213K +$222K +347 New
AF
1715
Advisornet Financial
Minnesota
$213K +$20.4K +32 +11%
NIMI
1716
Natixis Investment Managers International
France
$213K -$9.57K -15 -4%
B
1717
Barings
North Carolina
$213K +$209K +327 New
LA
1718
LVW Advisors
New York
$213K +$209K +327 New
GVAG
1719
Great Valley Advisor Group
Delaware
$211K +$207K +325 New
VCG
1720
Vantage Consulting Group
Virginia
$211K -$22.3K -35 -10%
PPC
1721
Park Place Capital
Alabama
$211K -$21.1K -33 -9%
JIP
1722
Jaffetilchin Investment Partners
Florida
$211K +$207K +325 New
UAG
1723
United Advisor Group
Ohio
$211K +$207K +324 New
GP
1724
Girard Partners
Pennsylvania
$210K +$206K +323 New
BCP
1725
Blue Chip Partners
Michigan
$210K +$7.66K +12 +4%
67 68
69
70 71