We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
CBN
651
Cadence Bank NA
Texas
$651K – – –
BCM
652
Brasada Capital Management
Texas
$645K -$32.7K -125 -5%
EWM
653
Evercore Wealth Management
New York
$645K +$114K +437 +22%
CAW
654
Cornerstone Advisors (Washington)
Washington
$640K +$164K +629 +35%
GW
655
GW & Wade
Massachusetts
$639K +$784 +3 +0.1%
ISWM
656
Independent Solutions Wealth Management
New York
$639K +$638K +2,439 New
CWM
657
Chesapeake Wealth Management
Virginia
$635K -$600K -2,295 -49%
RCM
658
RB Capital Management
Nevada
$635K – – –
PA
659
Paragon Advisors
Texas
$633K +$601K +2,298 New
HFG
660
Heron Financial Group
New York
$632K +$556K +2,128 New
SLAM
661
Swiss Life Asset Management
$629K -$2.51M -9,614 -80%
CWM
662
Concentric Wealth Management
California
$629K -$57.5K -220 -8%
BFA
663
Beacon Financial Advisory
Ohio
$628K +$628K +2,400 New
SWP
664
Stratos Wealth Partners
Ohio
$625K -$55.7K -213 -8%
CTC
665
Central Trust Company
Missouri
$624K -$2.09K -8 -0.3%
ALAM
666
Asahi Life Asset Management
Japan
$605K +$369K +1,410 +157%
SIG
667
Sargent Investment Group
Maryland
$584K +$583K +2,230 New
PP
668
Prudential plc
United Kingdom
$578K -$316K -1,207 -35%
CWM
669
Confluence Wealth Management
Oregon
$575K +$43.7K +167 +8%
JMFC
670
J.M. Forbes & Co
Massachusetts
$572K -$31.4K -120 -5%
ZB
671
Zions Bancorporation
Utah
$570K +$66.9K +256 +13%
PRC
672
Pearl River Capital
Michigan
$565K +$564K +2,156 New
SMG
673
Spectrum Management Group
Indiana
$561K +$5.23K +20 +0.9%
XS
674
XR Securities
Illinois
$553K +$553K +2,113 New
VNB
675
Virginia National Bank
Virginia
$550K -$11.8K -45 -2%
25 26
27
28 29