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Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
951
Woodstock Corp
Massachusetts
$444K +$5.39K +14 +1%
WMA
952
Wealth Management Associates
New Jersey
$441K – – –
IFWM
953
Institute for Wealth Management
Colorado
$435K +$27K +70 +7%
SC
954
SouthState Corp
Florida
$431K +$10K +26 +2%
FHA
955
First Horizon Advisors
Tennessee
$430K +$5.39K +14 +1%
MWM
956
Mission Wealth Management
California
$429K -$7.7K -20 -2%
WPP
957
Whalerock Point Partners
Rhode Island
$427K – – –
BHBT
958
Burke & Herbert Bank & Trust
Virginia
$427K – – –
PMFA
959
Plante Moran Financial Advisors
Michigan
$427K +$371K +963 +634%
WFC
960
Western Financial Corp
California
$425K +$32.3K +84 +8%
GAM
961
Gotham Asset Management
New York
$423K -$1.71M -4,430 -80%
PFM
962
Parsec Financial Management
North Carolina
$423K – – –
BFM
963
Boothbay Fund Management
New York
$419K -$4.24M -11,007 -91%
CP
964
Camelot Portfolios
Ohio
$419K – – –
CB
965
CNB Bank
Pennsylvania
$415K +$81.6K +212 +24%
CPW
966
Catalyst Private Wealth
California
$414K -$772K -2,004 -65%
CC
967
Caxton Corporation
New Jersey
$414K +$142K +370 +52%
AWA
968
Alta Wealth Advisors
Massachusetts
$413K – – –
PFS
969
Prospera Financial Services
Texas
$413K +$152K +396 +58%
VCM
970
Vigilant Capital Management
Maine
$412K -$38.5K -100 -9%
AOWM
971
Alpha Omega Wealth Management
Virginia
$412K – – –
TWM
972
Tolleson Wealth Management
Texas
$412K – – –
PGIM
973
Pacific Global Investment Management
California
$412K +$385 +1 +0.1%
OPS
974
Orion Portfolio Solutions
Nebraska
$411K +$26.2K +68 +7%
PWM
975
Perigon Wealth Management
California
$409K +$42.7K +111 +12%
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