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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
GEM
1701
Global Endowment Management
North Carolina
$231K -$174K -290 -43%
QFA
1702
Quantum Financial Advisors
California
$231K -$9.01K -15 -4%
SCM
1703
SCS Capital Management
Massachusetts
$231K +$226K +376 New
CIA
1704
Compass Ion Advisors
Pennsylvania
$230K +$3K +5 +1%
DCA
1705
DSG Capital Advisors
Minnesota
$230K -$6K -10 -3%
WB
1706
West Bancorporation
Iowa
$230K -$2.4K -4 -1%
BW
1707
BIP Wealth
Georgia
$230K -$601 -1 -0.3%
AAMA
1708
Advanced Asset Management Advisors
Ohio
$230K – – –
CAM
1709
Claret Asset Management
Quebec, Canada
$230K -$1.2K -2 -0.5%
CAM
1710
Creekmur Asset Management
Illinois
$230K +$210K +350 +1,400%
CRWM
1711
Castle Rock Wealth Management
California
$230K +$1.8K +3 +0.8%
SCM
1712
Schnieders Capital Management
California
$229K -$180K -300 -45%
GD
1713
Grandfield & Dodd
New York
$229K -$78.1K -130 -26%
CG
1714
CFO4Life Group
Texas
$229K +$16.8K +28 +8%
CAM
1715
Covenant Asset Management
New Jersey
$228K -$2.3M -3,826 -91%
CA
1716
CoreCap Advisors
Michigan
$228K -$84.1K -140 -27%
RCA
1717
Ranch Capital Advisors
Florida
$227K -$28.8K -48 -11%
EAM
1718
Empirical Asset Management
Massachusetts
$227K +$222K +370 New
SIA
1719
SGL Investment Advisors
Montana
$226K -$6K -10 -3%
SCA
1720
Sandy Cove Advisors
Massachusetts
$225K +$19.2K +32 +10%
WGCA
1721
Wolf Group Capital Advisors
Virginia
$225K +$220K +367 New
HIG
1722
Heritage Investment Group
Florida
$223K – – –
AB
1723
Atlas Brown
Kentucky
$223K +$5.41K +9 +3%
CWG
1724
Crown Wealth Group
North Carolina
$222K -$19.8K -33 -8%
PB
1725
Pinnacle Bancorp
Nebraska
$222K – – –
67 68
69
70 71