We are live on ! Find out more
INTU icon

Intuit

Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
MUFG Americas
New York
$86K -$20.5K -122 -20%
TL
702
TrueWealth LLC
Georgia
$85K
ADL
703
Asset Dedication LLC
California
$84K
Carson Wealth (CWM LLC)
704
Carson Wealth (CWM LLC)
Nebraska
$83K -$2.08M -12,382 -96%
APP
705
Avantax Planning Partners
Iowa
$83K +$80.8K +480 New
CAW
706
Cornerstone Advisors (Washington)
Washington
$79K
FHA
707
First Horizon Advisors
Tennessee
$78K
YWP
708
YorkBridge Wealth Partners
New York
$74K
FGC
709
Financial Gravity Companies
Texas
$71K +$10.4K +62 +19%
FGAM
710
Financial Gravity Asset Management
Texas
$71K +$64.3K +382 New
CIP
711
Convergence Investment Partners
Florida
$71K +$69K +410 New
TSW
712
Thompson Siegel & Walmsley
Virginia
$70K
MDCM
713
Morgan Dempsey Capital Management
Wisconsin
$68.8K -$5.21K -31 -7%
LNB
714
Ledyard National Bank
$65K
APA
715
American Portfolios Advisors
New York
$64K +$45.6K +271 +277%
VCM
716
Versant Capital Management
Arizona
$61K
HDIM
717
Hanson & Doremus Investment Management
Vermont
$60K +$30.5K +181 +110%
KTC
718
Kistler-Tiffany Companies
Pennsylvania
$57K
QAM
719
QCI Asset Management
New York
$55K
SFSIG
720
San Francisco Sentry Investment Group
California
$54K -$168 -1 -0.3%
SP
721
SWS Partners
Ohio
$52K +$51.3K +305 New
RFA
722
Reilly Financial Advisors
California
$51K +$5.89K +35 +13%
FC
723
Ferris Capital
Massachusetts
$50K +$48.5K +288 New
GAM
724
Gemmer Asset Management
California
$48K
FRA
725
Front Row Advisors
California
$47K -$1.18K -7 -3%