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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1701
Shepherd Financial Partners
Massachusetts
$329K – – –
NMG
1702
New Millennium Group
Utah
$328K -$11.9K -18 -4%
PMSA
1703
Patrick M. Sweeney & Associates
Illinois
$327K +$40.3K +61 +14%
GWM
1704
Geneos Wealth Management
Colorado
$326K +$11.2K +17 +4%
SB
1705
Strategic Blueprint
Georgia
$326K -$8.59K -13 -3%
WTA
1706
Washington Trust Advisors
Massachusetts
$326K +$156K +236 +93%
FA
1707
Faithward Advisors
Pennsylvania
$325K -$85.2K -129 -21%
PCP
1708
Proficio Capital Partners
Massachusetts
$325K -$18.5K -28 -5%
PPWM
1709
Paragon Private Wealth Management
Kentucky
$324K +$37.7K +57 +13%
SIM
1710
Studio Investment Management
Illinois
$324K – – –
CCM
1711
Chilton Capital Management
Texas
$323K -$17.8K -27 -5%
SWA
1712
Sax Wealth Advisors
New Jersey
$323K +$32.4K +49 +11%
CPC
1713
Consolidated Planning Corp
Georgia
$323K -$1.33M -2,007 -80%
MHR
1714
Matthew Hamilton Rosenberg
$322K -$5.29K -8 -2%
CT
1715
Colonial Trust
South Carolina
$322K +$70K +106 +28%
GIA
1716
Guyasuta Investment Advisors
Pennsylvania
$321K +$17.8K +27 +6%
TCM
1717
Tufton Capital Management
Maryland
$320K -$43K -65 -12%
CICC
1718
Capital Investment Counsel (Colorado)
Colorado
$320K -$28.4K -43 -8%
PP
1719
Postrock Partners
Oregon
$319K – – –
TWA
1720
TCI Wealth Advisors
Arizona
$318K -$79.3K -120 -20%
IWP
1721
Invenio Wealth Partners
Florida
$317K -$17.2K -26 -5%
KA
1722
Kovack Advisors
Florida
$316K +$55.5K +84 +21%
VAF
1723
Values Added Financial
District of Columbia
$316K +$17.8K +27 +6%
CP
1724
Canopy Partners
Ohio
$316K +$28.4K +43 +10%
EV
1725
EJMK Ventures
Illinois
$315K +$315K +476 New
67 68
69
70 71