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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1926
Kozak & Associates
Colorado
$10K – – –
VERPA
1927
Virginia Estate & Retirement Planning Advisors
Virginia
$9.95K +$11K +23 New
MNA
1928
Manning & Napier Advisors
New York
$9.87K – – –
AP
1929
Atwood & Palmer
Missouri
$9.51K -$21.5K -45 -67%
TCA
1930
Trifecta Capital Advisors
Illinois
$9.51K – – –
WFA
1931
Wedbush Fund Advisers
California
$9.51K +$10.5K +22 New
CFM
1932
Cornerstone Financial Management
Massachusetts
$8.65K -$3.82K -8 -29%
BONH
1933
Bank of New Hampshire
New Hampshire
$8.65K – – –
ATC
1934
Adirondack Trust Company
New York
$8.21K – – –
AS
1935
Altshuler Shaham
Israel
$7.78K -$1.91K -4 -18%
MPW
1936
MASECO Private Wealth
$7.36K +$3.34K +7 +70%
IWP
1937
IAG Wealth Partners
Wisconsin
$7.35K – – –
UFF
1938
USA Financial Formulas
Michigan
$7.35K – – –
NRG
1939
Nemes Rush Group
Michigan
$7.04K -$5.25K -11 -41%
VFM
1940
Vision Financial Markets
Connecticut
$7.02K – – –
HIA
1941
HFM Investment Advisors
New Jersey
$6.49K -$3.34K -7 -32%
AIS
1942
Advocate Investing Services
Maryland
$6.49K – – –
HCM
1943
Hollencrest Capital Management
California
$6.49K – – –
PP
1944
Pacifica Partners
Canada
$6.49K – – –
EWM
1945
Evermay Wealth Management
Virginia
$6.49K +$6.2K +13 +650%
PWA
1946
Portus Wealth Advisors
North Carolina
$6.49K +$7.16K +15 New
AIC
1947
Archer Investment Corporation
Indiana
$6.27K -$167K -350 -96%
CI
1948
Clal Insurance
Israel
$6K – – –
DF
1949
Dunhill Financial
United Kingdom
$5.83K -$60.6K -127 -91%
PP
1950
PFS Partners
New Jersey
$5.72K – – –
76 77
78
79 80