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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1801
North Capital
Utah
$126K +$124K +206 New
HIM
1802
Hillsdale Investment Management
Ontario, Canada
$124K -$36K -60 -23%
CPG
1803
Cornerstone Planning Group
New Jersey
$124K +$79.9K +133 +177%
FNWA
1804
Financial Network Wealth Advisors
Utah
$123K +$32.4K +54 +37%
PBK
1805
Peoples Bank (Kansas)
Kansas
$123K – – –
BCM
1806
Birch Capital Management
Texas
$121K – – –
BSC
1807
Brown Shipley & Co
United Kingdom
$119K – – –
CA
1808
Continuum Advisory
Idaho
$117K +$4.8K +8 +4%
PWAM
1809
Private Wealth Asset Management
Iowa
$115K +$113K +188 New
GPI
1810
General Partner Inc
Pennsylvania
$115K – – –
ITIM
1811
Indiana Trust & Investment Management
Indiana
$111K – – –
AT
1812
Avalon Trust
New Mexico
$109K – – –
IWM
1813
IMG Wealth Management
Florida
$109K -$16.8K -28 -14%
MSWM
1814
Mowery & Schoenfeld Wealth Management
Illinois
$108K +$7.21K +12 +7%
WT
1815
Washington Trust
Rhode Island
$108K +$1.8K +3 +2%
SO
1816
Sierra Ocean
California
$107K -$8.41K -14 -7%
HCP
1817
Hexagon Capital Partners
Arkansas
$104K -$48K -80 -32%
GCM
1818
GKV Capital Management
California
$104K – – –
ABWM
1819
Alpine Bank Wealth Management
Colorado
$98.9K +$96.7K +161 New
GKIM
1820
GW&K Investment Management
Massachusetts
$98K +$8.41K +14 +10%
CT
1821
Coastline Trust
Rhode Island
$93.9K -$63.1K -105 -41%
PMFA
1822
Plante Moran Financial Advisors
Michigan
$93.3K -$116K -194 -56%
IBOK
1823
Independence Bank of Kentucky
Kentucky
$92.1K -$15K -25 -14%
FMTCOCP
1824
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$92K – – –
NS
1825
NBC Securities
Alabama
$92K +$90.7K +151 New
71 72
73
74 75