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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
801
Trust Asset Management
Texas
$1.25M – – –
PIM
802
Perpetual Investment Management
Australia
$1.25M – – –
ATPW
803
Ashton Thomas Private Wealth
Arizona
$1.24M +$354K +892 +39%
AA
804
Altrafin AG
$1.24M +$1.26M +3,175 New
VWM
805
Venturi Wealth Management
Texas
$1.23M +$83.7K +211 +7%
AP
806
Adero Partners
California
$1.23M +$21.8K +55 +2%
RW
807
REDW Wealth
New Mexico
$1.22M -$9.92K -25 -0.8%
MS
808
Maven Securities
Jersey
$1.22M -$991K -2,498 -44%
FMAEN1
809
Fund Management at Engine No 1
California
$1.21M +$155K +391 +14%
AP
810
AtonRa Partners
Switzerland
$1.19M -$99.6K -251 -8%
RCM
811
RB Capital Management
Nevada
$1.18M -$11.1K -28 -0.9%
HB
812
Horizon Bancorp
Indiana
$1.17M +$176K +443 New
LNC
813
Lincoln National Corp
Pennsylvania
$1.17M +$294K +741 +33%
EWM
814
Elmwood Wealth Management
California
$1.17M -$3.97K -10 -0.3%
TCM
815
Twin Capital Management
Pennsylvania
$1.17M -$1.26M -3,179 -52%
YDMI
816
Y.D. More Investments
Israel
$1.16M +$1.18M +2,968 New
RCM
817
Riverpark Capital Management
New York
$1.16M -$1.93M -4,872 -62%
HWM
818
HB Wealth Management
Georgia
$1.15M +$348K +878 +42%
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$1.14M +$1.98K +5 +0.2%
MNBTD
820
Moody National Bank Trust Division
Texas
$1.14M – – –
RC
821
Roundview Capital
New Jersey
$1.14M +$367K +926 +46%
HSA
822
HBK Sorce Advisory
Pennsylvania
$1.14M +$447K +1,128 +63%
RWA
823
Ropes Wealth Advisors
Massachusetts
$1.13M +$33.3K +84 +3%
RGC
824
Roberts, Glore & Co
Illinois
$1.13M -$169K -425 -13%
EAM
825
Eagle Asset Management
Florida
$1.13M +$61.9K +156 +6%
31 32
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