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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
776
Perigon Wealth Management
California
$1.32M +$240K +690 +16%
SI
777
Sora Investors
Pennsylvania
$1.31M -$23.7M -67,963 -93%
VFM
778
Viking Fund Management
North Dakota
$1.3M – – –
AF
779
Ally Financial
Michigan
$1.3M +$697K +2,000 +67%
MGWM
780
Marks Group Wealth Management
Minnesota
$1.3M -$2.43M -6,971 -58%
T
781
TOBAM
France
$1.29M +$1.3M +3,740 +309%
MU
782
Mirova US
Massachusetts
$1.29M -$290K -832 -14%
AWA
783
Aaron Wealth Advisors
Illinois
$1.28M +$699K +2,006 +69%
SW
784
Simplicity Wealth
New Jersey
$1.28M +$1.23M +3,533 +259%
HWAM
785
Hennion & Walsh Asset Management
New Jersey
$1.28M -$756K -2,169 -31%
WIA
786
World Investment Advisors
California
$1.26M -$267K -766 -20%
IF
787
Ironwood Financial
Arizona
$1.26M -$1.39K -4 -0.1%
WANY
788
Wealthspire Advisors (New York)
New York
$1.25M +$1.06M +3,037 +174%
ANTB
789
AMG National Trust Bank
Colorado
$1.25M -$2.59M -7,447 -61%
PA
790
Procyon Advisors
Connecticut
$1.24M +$319K +917 +24%
CA
791
Cache Advisors
California
$1.24M +$184K +528 +13%
RB
792
Richmond Brothers
Michigan
$1.24M +$1.65M +4,734 New
AI
793
Atom Investors
Texas
$1.23M +$858K +2,464 +110%
AF
794
Allworth Financial
California
$1.22M -$793K -2,276 -33%
LCGC
795
Legacy Capital Group California
California
$1.22M +$853K +2,449 +111%
HA
796
Harfst & Associates
Wyoming
$1.22M +$112K +321 +7%
AP
797
Americana Partners
Texas
$1.21M -$6.29M -18,069 -80%
CT
798
ClearAlpha Technologies
Connecticut
$1.21M +$1.62M +4,643 New
DWM
799
Darwin Wealth Management
Florida
$1.21M +$720K +2,066 +80%
PMAM
800
Picton Mahoney Asset Management
Ontario, Canada
$1.21M -$8.3M -23,830 -84%
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