We are live on ! Find out more
INTU icon

Intuit
INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1001
West Family Investments
California
$577K +$374K +1,073 +94%
CPL
1002
Capital & Planning LLC
Georgia
$576K -$31K -89 -4%
MWM
1003
Modera Wealth Management
New Jersey
$573K -$14.3K -41 -2%
GIM
1004
Goelzer Investment Management
Indiana
$571K -$60.6K -174 -7%
HAG
1005
HighPoint Advisor Group
Illinois
$566K +$756K +2,169 New
SCA
1006
Snowden Capital Advisors
New York
$561K -$1.89M -5,421 -72%
SFFS
1007
Stonehage Fleming Financial Services
Jersey
$559K -$8.01K -23 -1%
PF
1008
Prota Financial
Texas
$557K +$229K +656 +46%
CCM
1009
Crew Capital Management
Ohio
$557K +$187K +536 +34%
BHIA
1010
Birch Hill Investment Advisors
Massachusetts
$552K -$5.18M -14,884 -88%
CCM
1011
Canal Capital Management
Virginia
$546K -$3.71M -10,652 -84%
BL
1012
Balentine LLC
Georgia
$545K +$113K +323 +18%
EWM
1013
Empirical Wealth Management
Washington
$542K -$78.7K -226 -10%
AWP
1014
Accretive Wealth Partners
New Jersey
$540K -$41.8K -120 -5%
MOS
1015
MGO One Seven
Ohio
$539K -$70.4K -202 -9%
SS
1016
SBI Securities
Japan
$538K +$255K +733 +55%
NW
1017
Naviter Wealth
Arkansas
$538K -$289K -830 -29%
SYBT
1018
Stock Yards Bank & Trust
Kentucky
$536K -$355K -1,020 -33%
VFG
1019
Victory Financial Group
Texas
$535K +$7.32K +21 +1%
MCP
1020
Mirador Capital Partners
California
$528K – – –
CCA
1021
Childress Capital Advisors
Texas
$527K +$250K +719 +55%
EHWM
1022
Eads & Heald Wealth Management
Georgia
$525K -$246K -707 -26%
EWA
1023
EverSource Wealth Advisors
Alabama
$524K -$15K -43 -2%
BWP
1024
BSW Wealth Partners
Colorado
$522K +$66.5K +191 +11%
RA
1025
RiverPark Advisors
New York
$522K – – –
39 40
41
42 43