We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
926
SRN Advisors
Pennsylvania
$659K -$115K -278 -14%
LWM
927
Liberty Wealth Management
California
$659K +$828 +2 +0.1%
GM
928
GeoWealth Management
Illinois
$658K -$62.5K -151 -8%
NIMI
929
Natixis Investment Managers International
France
$653K +$18.2K +44 +3%
CNBTD
930
Citizens National Bank Trust Department
Mississippi
$648K +$375K +905 +117%
PL
931
Parthenon LLC
Kentucky
$646K – – –
VFA
932
Voya Financial Advisors
Connecticut
$644K -$28.2K -68 -4%
SVWAG
933
Sound View Wealth Advisors Group
Georgia
$639K +$109K +264 +19%
CLOS
934
Compagnie Lombard Odier SCmA
Switzerland
$636K -$758K -1,830 -53%
SS
935
Simplicity Solutions
Minnesota
$635K +$164K +397 +32%
OL
936
Optas LLC
Texas
$634K +$15.7K +38 +2%
UBV
937
United Bank (Virginia)
Virginia
$633K – – –
FLI
938
Family Legacy Inc
South Carolina
$631K +$61.3K +148 +10%
GAG
939
GM Advisory Group
New York
$630K -$23.2K -56 -3%
MGWM
940
Marks Group Wealth Management
Minnesota
$630K +$48.4K +117 +8%
LOAMS
941
Lombard Odier Asset Management (Switzerland)
Switzerland
$628K +$675K +1,629 New
AA
942
Axiom Advisory
California
$626K +$297K +717 +79%
VEA
943
Virtus ETF Advisers
New York
$623K +$670K +1,617 New
PG
944
Proffitt & Goodson
Tennessee
$621K +$667K +1,611 New
FCFC
945
First Commonwealth Financial Corp
Pennsylvania
$620K +$24.8K +60 +4%
FFBTD
946
First Financial Bank - Trust Division
Ohio
$619K +$2.9K +7 +0.4%
AWP
947
Accretive Wealth Partners
New Jersey
$612K -$19.5K -47 -3%
OLA
948
Oliver Luxxe Assets
New Jersey
$612K +$15.3K +37 +2%
VST
949
Van Strum & Towne
California
$611K – – –
FFM
950
Forum Financial Management
Illinois
$611K +$270K +653 +70%
36 37
38
39 40