We are live on ! Find out more
INTU icon

Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
501
First Personal Financial Services
North Carolina
$248K +$240K +2,694 New
AssetMark Inc
502
AssetMark Inc
California
$242K -$4K -45 -2%
WTC
503
WhitTier Trust Company
Nevada
$242K
FNBT
504
FineMark National Bank & Trust
Florida
$240K
EPM
505
Equitec Proprietary Markets
Illinois
$238K +$229K +2,578 New
KFS
506
Kurt F. Somerville
$237K
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
$235K +$227K +2,548 New
CIC
508
Chilton Investment Company
Connecticut
$234K -$20K -225 -8%
BFM
509
Boston Financial Management
Massachusetts
$230K
DIA
510
Denver Investment Advisors
Colorado
$228K
KA
511
Kovack Advisors
Florida
$227K +$8.36K +94 +4%
GG
512
Gofen & Glossberg
Illinois
$225K
JMFC
513
J.M. Forbes & Co
Massachusetts
$223K -$11.1K -125 -5%
MSU
514
Maple Securities USA
New Jersey
$222K +$214K +2,411 New
BPC
515
Banque Pictet & Cie
Switzerland
$221K -$16.5M -185,845 -99%
ESBC
516
E.S. Barr & Co
Kentucky
$221K -$22.2K -250 -9%
QIM
517
Quest Investment Management
Oregon
$221K
SRAM
518
Stone Ridge Asset Management
New York
$221K +$213K +2,400 New
PAG
519
Private Advisor Group
New Jersey
$220K -$99.9K -1,123 -32%
CTC
520
Central Trust Company
Missouri
$220K
ST
521
SpiderRock Trading
Illinois
$220K
FMLI
522
Fukoku Mutual Life Insurance
Japan
$212K
SC
523
SouthState Corp
Florida
$203K +$196K +2,200 New
NIS
524
National Investment Services
Wisconsin
$200K -$3.6M -40,508 -95%
Northwestern Mutual Wealth Management
525
Northwestern Mutual Wealth Management
Wisconsin
$199K -$25.6K -288 -12%