INTUIT COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| THOMPSON INVESTMENT MANAGEMENT, INC. | 16,602 | 30,507 | +13,905 | 0.93 | 0.91 | -0.01 | buy |
| Cooper Financial Group | 2,293 | 4,093 | +1,800 | 0.10 | 0.09 | -0.01 | buy |
| Congress Park Capital LLC | 1,420 | 2,665 | +1,245 | 0.19 | 0.19 | -0.00 | buy |
| Liberty Capital Management, Inc. | 20,419 | 21,109 | +690 | 2.52 | 0.95 | -1.57 | buy |
| Chesley Taft & Associates LLC | 1,579 | 2,252 | +673 | 0.03 | 0.02 | -0.01 | buy |
| SUMMITRY LLC | 749 | 1,182 | +433 | 0.01 | 0.01 | -0.00 | buy |
| Investors Research Corp | 977 | 1,077 | +100 | 0.08 | 0.05 | -0.03 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 12,088 | 12,128 | +40 | 0.59 | 0.32 | -0.27 | buy |
| Elmwood Wealth Management, Inc. | 3,322 | 3,328 | +6 | 0.40 | 0.22 | -0.18 | buy |
| Magnus Financial Group LLC | 1,155 | 1,157 | +2 | 0.04 | 0.02 | -0.02 | buy |
| Kozak & Associates, Inc. | 27 | 12 | -15 | 0.00 | 0.00 | -0.00 | sell |
| Old Port Advisors | 1,953 | 1,843 | -110 | 0.19 | 0.09 | -0.10 | sell |
| CENTRAL BANK & TRUST CO | 9,516 | 8,643 | -873 | 0.65 | 0.32 | -0.33 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1,699 | 720 | -979 | 0.19 | 0.04 | -0.15 | sell |
| Bath Savings Trust Co | 49,939 | 48,097 | -1,842 | 2.31 | 1.30 | -1.01 | sell |
| GREENLEAF TRUST | 8,490 | 6,386 | -2,104 | 0.04 | 0.02 | -0.02 | sell |
| Stokes Capital Advisors, LLC | 4,466 | 806 | -3,660 | 0.43 | 0.05 | -0.39 | sell |
| DAVIDSON INVESTMENT ADVISORS | 41,730 | 37,855 | -3,875 | 0.78 | 0.40 | -0.37 | sell |
| Asset Advisors Investment Management, LLC | 36,936 | 25,109 | -11,827 | 1.52 | 0.60 | -0.92 | sell |
| CARDEROCK CAPITAL MANAGEMENT INC | 15,572 | 3,407 | -12,165 | 1.66 | 0.20 | -1.47 | sell |
| AMERICAN NATIONAL BANK & TRUST | 16,461 | 1,627 | -14,834 | 0.68 | 0.04 | -0.64 | sell |